Serving employers & Administrators

We serve the people who serve others:

the teachers, professors, city planners, first responders, and others who make our communities great.

And we serve by offering services and platforms that have often seemed accessible primarily by the wealthiest.

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 pre-tax 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.