As Featured In:

The Society for Financial Awareness

We are members of SOFA. The Society for Financial Awareness is a 501(c)(3) nonprofit public benefit corporation. Our mission is to provide financial education across America, one community at a time. SOFA is comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways we do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns. Some members include financial advisors, estate planning attorneys, insurance professionals, accountants, realtors, mortgage brokers, credit counselors, and health & wellness practitioners. Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. SOFA’s educational and informational financial outreach, and years of continued success, has provided us with name recognition and a reputation of excellence.

 


 

The Newport Group

The Newport Group is a leading provider of retirement plans, insurance, and consulting services with more than $150 billion of corporate retirement and insurance assets, encompassing over 925,000 plan participants from coast to coast. They are committed to meeting the evolving needs of clients and plan sponsors while adhering to their most important attributes.

They offer state-of-the-art 401(k) plan administration and recordkeeping services that deliver leading-edge technology, easy-to-read participant statements, comprehensive plan accounting, and fully integrated systems — all overseen by a single point of contact for managing conversion and administration from start to finish.

They also administer profit-sharing plans, which serve as powerful incentives for attracting and retaining employees, delivering tax benefits to employers and employees while giving employers contribution flexibility.

Newport Group can help you assess if a profit-sharing plan would complement your existing plan and can design a flexible plan to meet your firm’s unique circumstances.

 Visit The Newport Group

 


 

Professional Capital Services    

PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure retirement solution with no hidden agenda. In short, a true fiduciary-friendly platform. From day one PCS had a vision of complete transparency long before it was mandated or required. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plans available. Our focus on the client’s needs has built the strong foundation that keeps PCS growing today. At PCS, we believe that we are in the best position to ensure that your plan is and remains your stand-out employee benefit, while at the same time minimizing your administrative burden. We offer a conflict-free record keeping solution with no funds to push and no hidden agenda. We consistently outwork the competition to deliver excellent customer service for retirement plan advisors, sponsors and plan participants.

That’s why:

  • We built Paysnap, our flexible 360 degree integration with leading payroll providers.
  • We include educational video enrollment service Wise for all plans at no additional cost.
  • We create and/or deliver all required fiduciary notifications
  • We offer state-of-the art tools that allow your advisor to sit on your side of the table.
  • We are constantly monitoring and tracking your plan data with the goal of not only preventing issues before they happen but also highlighting opportunities for enhancement.
  • Of course, the really cool thing about having an independent record-keeper with no conflicts of interest is that our sole focus is clear — serving our advisor-partners and our clients.

Visit Professional Capital Services