Our Strategic Choices agents and TPA partners can help you get your 401k or 403b plan started.

Companies that we meet fall into three categories:

• Start Up – The never had a 401k plan before and would like to start one the right way, with Fixed Indexed and Mutual Funds starting day 1.
• Improve – You currently have a retirement plan and understand and agree with the smart idea to offer your employees a safe NO-FEE and NO-STOCK MARKET option. We can work with you and/or your TPA to insert a Fixed option into your plan and with a few weeks, your employees can begin to enjoy peace of mind with a Safe option. Your employees will be glad you did.
• Change – You are currently uphappy with your plan in some level or you are ready to overhaul and change your your, your investment options altogether, or both. Or in some cases, your needs have changed enough that you need to change the type of plan altogether. See Types of Plans

In all scenarios, we would get need to get a brief goal and census interview to custom design a plan for you.