Coronavirus Update: We are well equipped to address your financial/investment/retirement planning remotely through telephone and video conferencing. Per CDC guidelines, mask wearing is now optional for in-office meetings. For those who were recently exposed, or who are experiencing symptoms, we ask that you inform us, wear a mask, and keep a safe distance. Please call us at 305-931-3200 for further details about our services during COVID-19.
Corporate 401(k)/Retirement Plans
Corporate Retirement Plans
401(k) Plans, Cash Balance Plans, Profit Sharing Plans and Combination Plans
While other financial planners, brokers or insurance agents can sell qualified retirement plans, they may not have the expertise or support in place to offer the comprehensive consulting Frye Financial Center has been providing our corporate and non-profit pension plan clients for over 30 years.
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 an effective 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 and ERISA knowledge to work with you toward making your plan cost-effective and to help avoid plan-related risk.
We offer a full range of services to guide you in plan selection, monitoring and operation
- Provider Review/Plan Audit
We help you weigh and prioritize retirement program features and review fee structure.
- 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 help reduce fiduciary liability.
- Employee Education
We develop a customized strategic education program for your employees.
The Employee Retirement Security Act of 1974 (ERISA) defines specific duties that a plan sponsor and fiduciary must carry out. Whether you are a human resources officer, plan fiduciary, CFO, professional or business owner, you can rely on us to provide the guidance you need to pursue your fiduciary responsibilities and to provide cost-effective, sound retirement plans.