Group Investments

The Asset Management Division at The Benefits Firm  makes certain that each employer with whom we work is on the most cost effective and beneficial plan for both the employer and the employees. There are numerous types of group retirement plans. Some of the most common we deal with are listed below:

  • 401(k) – We utilize an open architecture platform that allows for access to nearly any mutual fund on the market. All fees associated with the plan are transparent and kept at levels well below the industry average.
  • SIMPLE IRA – This type of retirement plan is ideal for small businesses. Tends to be cheaper for the employer and requires far less administrative work, than a 401(k). However, a SIMPLE offers less flexibility as far as funding options are concerned.
  • SEP IRA – Works very well for independent contractors and small businesses. Only the employer is able to contribute to this type of retirement plan.

Advisors at The Benefits Firm will evaluate the unique circumstances of our clients and determine which type of plan is the most beneficial.

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