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BeneVest, Inc.
Your employees' financial stability helps keep them committed, focused, loyal and motivated.
As many employers have learned, qualified retirement plans such as 401(k)s may not entirely cover their workforce's financial planning needs. As an employer, you may not want to sponsor a qualified plan for your employees. Or perhaps you have employees who don't qualify for these plans. Still another possibility — if your qualified plans have a waiting period, you can get employees started with their savings through IRAs which can later be rolled over.
In many companies, senior executives have special needs. You need to provide attractive and carefully crafted benefits which attract and retain top-notch managers — without running afoul of complex discrimination standards that surround qualified plans. Ideally, in ways that meet their unique needs, goals, and financial situations.
BeneVest can help. We work with you to tailor financial education seminars and one-to-one financial planning support, to ensure the best outcome.
One of the most powerful messages in financial planning is, "it pays to start today." Give BeneVest a call now at (262) 207-1999 and let's determine how we can help!
NEW! You can begin to explore your financial planning options now using our interactive planning tools.
