Our Services

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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FINRA broker check Securities offered by The Tavenner Company 4910 Old Mechanicsburg Road, Springfield, Ohio 45502 Telephone: 800-543-6922 Member of FINRA-SIPC-MSRB.

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