Corporate Retirement Plans

401(k) – 403(b) – Safe Harbor 401(k) – SIMPLE 401(k) – Profit Sharing – 457 Plans – SIMPLE IRA – SEP IRA

Our Approach

Detailed Benefits:

1.Personalized Financial and Retirement Planning = Comprehensive Review of Estate Planning, Tax Strategies and Life Insurance Planning

2.Risk Analysis = How much risk do I WANT? How much risk do I currently HAVE? What type of risk do I NEED to take in order to reach my financial savings goals?

3.Educational workshops for your employees on various topics like “The Truth About Annuities?” and “Financial Literacy for Everyone.”

4.Corporate Wellness Program = We have on retainer professionals from other areas to help their overall wellbeing like a Chiropractor to CPA to Estate Planning Attorney

5.Monthly and Quarterly Market Updates emailed to each employee

6.Newsletter for Financial Planning Tips

7.Strategies on How to Retain and Reward Talented Employees

8.One on one meetings in person, phone calls or video conference calls

Summary:

1. Personalization to drive better outcomes and a more prepared workforce

2. Fiduciary support that you deserve as an ERISA 3(38) or 3(21) over the assets invested in the solution

3. A more efficient investment approach

4. Competitive, transparent assets based fee

WE’LL HELP WHEN IT’S TIME TO ROLL UP YOUR SLEEVES AND ROLL OVER YOUR 401(K) TO AN IRA.

Recently retired or separated from your company? Now may be the time to consider rolling your 401(k) over into an individual retirement account. The retirement and investment professionals at CrossPoint Wealth can educate you on your available options. 

Disclaimer:

There are a variety of options available, depending on your circumstances, when it comes to handling your retirement assets. These options include leaving assets in your former employer’s retirement plan (if allowed), moving the balance to your new/existing employer’s plan (if allowed), rolling the assets into an IRA, or taking a cash distribution/lump sum.

Be sure to consider potential benefits and limitations of each option regarding the handling of your assets. Your should consider services offered, potential withdrawal penalties, fees and expenses, treatment of employer stock, required minimum distribution planning, the range of available investments, and protection from creditors. Discuss rollover options with your tax advisor for tax considerations.

Defined Contributions Plans – Corporate Retirement Plans – Defined Benefit Plans – Retirement Plans for Self Employed – Pension Plan – 401(k) – 403(b) – Safe Harbor 401(k) – SIMPLE 401(k) – Profit Sharing – 457 Plans – SIMPLE IRA – SEP IRA – Retirement Plans for Small Business Owners – Stock Option Plans – Employer Sponsored Retirement Plans –