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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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