Trion
We work hand and hand with trion solutions managing their 401(k) for companies who use them for payroll and benefits. we can assist you in the enrollment process. Reach out if you have any questions regarding this.
Nationwide
If you are a new or existing client with a Nationwide retirement plan and need assistance is enrolling, withdrawals, contributions or retirement planning, we are here to help you.
To access your Nationwide retirement account please visit:
AdviceWorks
Whether it’s saving for retirement, managing investments, or building a budget, AdviceWorks helps individuals stay organized and on track — all in one place. Contact with any questions you may have.
Employee Education and Communication:
We'll help you educate your employees about the benefits of participating in the retirement plan and provide ongoing communication and support to encourage enrollment and maximize participation.
Plan Administration Support:
We can assist with plan administration tasks, such as recordkeeping, reporting, and participant communication, freeing up your time and resources to focus on your core business.
Plan Selection and Design:
We'll help you choose the right retirement plan for your business. We'll consider factors such as your company size, employee demographics, and budget to recommend the most suitable option.
Compliance and Fiduciary Guidance:
We'll ensure your plan complies with all applicable regulations and help you fulfill your fiduciary responsibilities, minimizing your risk and protecting your business.
Investment Selection and Monitoring:
We'll help you select a diverse range of investment options for your plan and provide ongoing monitoring to ensure the investments remain aligned with your company's objectives and your employees' needs.
Matthew Flynn CEPA
Financial Advisor | Partner
Maria Flynn
Administrative Assistant
James Varnum
Enrollment & Education Specialist
Makayla Sheppy
Administrative Assistant