Balancing a Healthy Retirement Plan

couple2One of the most important plans a person can make in their lifetime is one that will help assure a healthy financial future. The decision to retire can be a scary event in anyone’s life. With proper planning and working with knowledgeable and professional planners a person can develop a healthy and balanced financial future that will help give them the freedom to live a happy reirement.

401k MEDICS is a full-time retirement plan corporation with experience in Qualified Plan Design, Implementation and Administration. We work with both businesses and individuals to formulate healthy retirement plans that precisely match their personal goals. We are a locally owned, privately held corporation with lifelong ties to the community we serve.

 

Through our professional affiliations, we can help with the following areas:

  • Plan Design/Administration
  • Evaluation ERISA Requirements
  • Limiting Fiduciary Liabilities
  • Developing Investment Policy

We offer your employees the opportunity to understand their plan options during Educational Employee Meetings.

How Fit is Your Plan?

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Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans important. As an employer, it is critical that the legal, compliance and design aspects of your plan are current.

401k MEDICS understands that many factors are involved in the selection of a 401k provider, and that each employer has specific needs and objectives that are important in this decision. The goal of our dedicated administrative team and sophisticated planning system is to keep us ahead of the ever-changing retirement plan industry.

Because of our independent nature, we remain completely objective in making our recommendations to you and your employees. We do not offer a proprietary, “in-house” 401k plan, nor do we have incentive to sell any specific product. Rather, we work with virtually all the different product and service providers in the retirement plan market.

Your employee retirement plan is one of the most important investments you will ever make, and 401k MEDICS treats it that way.

Helping Mend Unhealthy Plans…

vertical_bannerWhile your employees may be invested in a sound retirement plan, it comes with the burden of figuring out how and where to properly invest their hard-earned retirement money. Our business philosophy is based on a single belief that affordable and customized retirement advice should be available to everyone.

Contact 401k MEDICS today for a complimentary analysis of your current plan and see how we can help you meet your required fiduciary responsibilities as an employer.

Please take advantage of our valuable benefits.