 |
|
|
|
|
|
401(k) Plans At C.M. Smith, we have the knowledge and experience to assist your firm in the selection and administration of 401(k) Plans. We work with our clients to determine the best plan structure for maximizing participation. We also facilitate the selection of investment offerings to satisfy fiduciary responsibilities.
C.M. Smith can also coordinate efforts with Third Party Administrators (TPAs) to provide comprehensive services to both the business and their respective employees/participants.
We will also develop informational programs covering relevant topics for periodic employee meetings, to comply with Section 404(c) of the Internal Revenue Code (I.R.C.), which specifies that 401(k) Plans must have an educational component.
403(b) Plans C.M. Smith has a long history of providing Tax Sheltered Annuity (TSA) products and services to the non-profit community in the Greater Hartford, Connecticut area and beyond. We have provided continuous service to the health care industry for over 30 years.
We can assist your organization in designing voluntary programs (employee deferrals only) and/or ERISA plans, which include employer contributions. We can also help you develop a selection of investment offerings to suit your specific needs.
|
|
|
|
|
|
