Group Plan ServicesWe help to develop a plan specific to your company’s needs.
Are you a 401(k) plan administrator?
An employer-sponsored retirement plan and group health benefits are key components of any benefits package. If you don’t have these elements, you could be losing valuable employees, thereby wasting resources as you train and retrain new associates who join your firm. Employee retention is more cost effective than labor-intensive training and a good benefits package can help retain quality employees. If you feel that your benefits could use an overhaul, let Miles Financial Services, Inc. take a look and provide timely solutions to your employees. As a 3(21) investment advisor, Randy is experienced in evaluating your current retirement package and providing valuable employee options.
Working with plan trustees and small business owners.
When working with plan trustees and small business owners, we help to develop a plan specific to your company’s unique situation and goals. This will allow planning options that benefit the business owner as well as the employee work force.
– Pension portfolios
– Profit sharing plans
– Defined benefit plans
– Deferred compensation plans
– Simple IRAs
– Sepp IRAs
We also offer extensive educational resources for both the employer and the employee:
Help to meet fiduciary rules and regulation
Active investment advice
A continuance of investment guidance (one-on one employee contact)
Investment education opportunities
Complimentary investment learning resources
Ensure a healthy and safe working lifestyle.
Based on the needs and goals of our employer’s wishes, we offer a variety of insurance products to further ensure a healthy and safe working lifestyle.
– Health insurance
– Life insurance
– Long-term care
– Vision and dental insurance
– Disability income
Want to learn more?
Want to learn more about 401(k) roles and responsibilities?