Employers

Qualified Retirement Plans:

U.S. Department of Labor Retirement Plan Disclosure Regulations takes effect this year.  Brief summary of the regulation is to provide plan participants with costs and fees associated with their retirement program and better manage their retirement savings. 

When was the last time your plan was updated or checked for compliance?

Non compliance is widespread and could result in heavy fines and penalties.  

Our vendors specialize in both testing and administration of Qualified Plans. In addition to on-site communication we offer our clients financial wellness clinics for your employees. The added benefit has proven to increase employee appreciation of benefits you provide.

 Please contact Benefit Alternatives for a complemtary plan review.

Non Qualified Plans:

Many small business’s and self employed individuals have no retirement plans in place.

We offer options which allow you to save for retirement without the expense or regulation required with traditional Qualified Plans. Our programs allow you to reward select individuals without discrimination issues and provide future tax free income.    

Business Continuation:

Funded Buy Sell agreements guarantee the business remains intact to protect your years of work. Eliminate future disputes which only planning will avoid.