A retirement savings plan is a key benefit in attracting and retaining top-notch employees. Our Retirement Plan Services provides employers low-cost, flexible and easily administered qualified retirement plans---401 (k), profit sharing, and money purchase, as well as non-qualified retirement plans, including executive deferred compensation. We will design a plan specific to your organization’s needs regarding eligibility, contributions, investments, vesting and loan options.

Small and mid-sized employers often find that the initial costs and administrative fees alone are simply too cost-prohibitive to provide a retirement savings plan to their employees. Access Financial Group is pleased to offer one of the most affordable employer-sponsored retirement plans available in the country.
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Instead of having your organization’s retirement plan administered by one third-party provider and its investments managed by another, Access Financial Group provides you a single point of service for both.

• Quarterly management reports and individual participant statements
  
• Administrative record keeping
  

We work with you to determine your company’s retirement savings plan objectives and guide you in choosing the most suitable investment plan. Your employees can choose from a broad range of funds or self-direct the monies.

• Assistance in communicating the benefits of participating in the plan to your employees
  
• Participant Internet access to selected investment funds
  

To learn more about how our Employer Retirement Plan Services can benefit your organization, call (800) 487-8220, ext. 8271, or click here to request information. Looking for an individual retirement savings plan? Visit our Brokerage services.