Serving employers & Administrators
We serve:
the American public, the people who make our communities great, whether they have careers in the public or private sector.
We serve by offering the same level of support that has often seemed accessible primarily by the wealthiest to everyone.
Transparency Leads To Trust
Because the best relationships are built on trust, we operate with transparency. We offer straightforward strategies, a wealth of financial education, and a support system designed to keep everything on track.
Your employees’ financial security
is our first concern.
Let’s discuss the options
401(k) Plan
Allows employees to contribute pre-tax income; employers can also contribute to employee accounts. Distributions, including earnings, are included in taxable income at retirement.
457 Plan
Available to certain state and local government and non-government employers; this plan allows employees to defer income taxation on retirement savings into to future years.
403(b) Plan
Offered by public schools, colleges, universities and some charities; this is a plan that lets employees contribute some of their salary, before taxes, into a retirement account. Distributions, including earnings, are included in taxable income at retirement.
We will explain the differences in detail, answer your questions and help determine the best fit given the specifics of your workforce and IRS guidelines.
We’re Encompass More. We work to help people make good decisions about retirement.
