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401(k) and Group Retirement
Our goal is to provide companies with retirement plans that are well designed, limit our client's fiduciary liability, communicated, and administered in a cost efficient manner. The Zidd Agency will evaluate your current plan, plan features, and investment options to ensure that your company is offering a valuable and competitive benefit to your employees. The Zidd Agency Retirement Services include:
- Defined Contribution Plans, including 401(k), 403(b), 457 and Profit Sharing Plans
- Defined Benefit Plans
- Retirement Plan Consultation
- Plan Design and Administration Consulting
- Combined DB/DC Plans
- Group and Individual Participant Enrollment Meetings
- Ongoing Investment Education
- Asset Allocation Guidance, Individual Consultations
- Access to Broad Range of Top Performing Retirement Vendors
- Lifestyle or Asset Allocation Options
- Non-qualified Deferred Compensation Plans
- Age Weighted or New Comparability Plans
- Other Consultative Services include Individual Retirement Analysis, Life stage Planning and On-Site Investment Seminar
Please contact us if you would like more information or would like us to help you set up one of these programs.
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