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Employee
Benefits/Retirement Plans
One of the areas that our firm specializes in is the establishment
and servicing of retirement plans for small and medium size businesses
including 401(k) plans, profit sharing plans, pension plans, SIMPLE
IRA’s,SEP IRA’s, etc. We recognize that the use of prototype
retirement plans offered by large
institutions may not meet the needs of unique growing businesses.
Therefore, we customize our retirement plans to meet the needs of
our clients using our network of local retirement plan administrators
and ERISA attorneys. Through our broker-dealer, Waterstone Financial
Group, we have agreements with
many different investment companies.This provides us with the ability
to independently choose the best investment vehicles to meet our
client’s needs.
We also establish group insurance plans including health, dental,
disability,
and life insurance for small and medium size businesses. Our firm
searches from a many different companies with which we are licensed
for the
appropriate products depending on our client’s needs. Our
goal is to find the best coverage at the lowest cost for our business
clients and make sure that they are receiving quality service.
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