The Frye Financial Advantage
While other financial planners, brokers
or insurance agents can sell qualified retirement plans,
most do not have the expertise or support in place to
offer the comprehensive
servicing Frye Financial Center has been providing our
corporate and non-profit pension plan clients for over
25 years.
Design and administration
of corporate retirement/401(k) plans, 403 (b) plans
and Deferred Compensation Programs
Every organization has specific needs.
Whether you are:
- A sponsor of a small start-up
plan and want to maximize tax advantaged
investment opportunities for owners or top-level employees;
- A mid-size firm wishing
to structure a high quality 401(k) platform delivering
maximum benefits to your employees;
- A large organization
wanting to engineer a plan best suited to your company’s
particular needs and corporate strategy while minimizing
the costs to your organization.
Our team has the experience,
ERISA knowledge and legal expertise (through the Law
Offices of Frye and Associates, P.A.) to work with you toward
making your plan successful and avoiding plan-related
risk.
To learn more about your options and our
plan design and servicing, click on one of the following
links:
Consulting
Services
Our Fiduciary Support
As a retirement plan sponsor and fiduciary, you are
obligated to manage risk in compliance with the law,
while providing cost-effective, financially sound retirement
plans. As qualified retirement plan & ERISA
specialists, Frye Financial Center can guide
you and help you ensure fulfillment of these responsibilities.
The Employee Retirement
Security Act of 1974 (ERISA) defines
four basic duties that a fiduciary must carry out to
be in compliance:
- Exclusive benefit rule
- Prudent man/expert rule
- Investment diversification
- Compliance of the plan document
We specialize in assisting clients manage
the burden of understanding these complicated requirements.
Whether you are a human
resources officer, plan fiduciary, CFO, professional
or business owner, you can rely on us
to provide the expertise, programs and services you
need to meet your fiduciary responsibilities.
Frye Financial Center’s
role as consultants
Provider
Review/Plan Audit
We help you weigh and prioritize retirement program
features and benchmark your provider.
Plan Design
We assist in reviewing your current plan design and
can offer suggestions on how to potentially maximize
your plan’s benefits.
Investment Consulting
We offer qualitative and quantitative reviews of investments
using a documented process to reduce fiduciary liability.
Employee Education
We develop a customized strategic education program
for your employees that includes providing investment
guidance to plan participants
Learn
more about our pension plan and fiduciary responsibility
consulting services
Group
Health Insurance
The health insurance agency we work with
is a top producer and “preferred broker”
with most of the major providers and in most cases,
can offer substantially discounted rates,
that other agents can not. The level of servicing they
provide in terms of enrollment meetings, regular health
fairs and claims follow up is unsurpassed. You will
be very surprised to see how much you can save
your company and how much improvement in the support
and servicing of your health plan you can achieve.
IRA Rollovers
Frye Financial Center has in-house IRA specialists to ease the transition from your previous employer’s retirement plan to a Rollover IRA. Every plan, whether it’s a 401(k), Profit Sharing, 403(b), etc, has its own rules and procedures and trying to understand them all can be time consuming; ultimately confusing you and needlessly reducing your retirement savings.
At Frye Financial Center, we understand that a flawed rollover and distribution strategy or execution can be extremely costly in terms of taxes and penalties to your hard-earned retirement assets. We offer you excellent customer service, investment education and guidance.
Benefits of choosing Frye Financial Center for your IRA Rollover:
- Complimentary consultation with an IRA specialist
- Minimal paperwork and tax avoidance strategies
- More investment choices to address your needs
- Asset allocation guidance and monitoring
For more information on rollover retirement plan options, please review our Retirement Plan portability chart.
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