PRODUCTS AND SERVICES

  • Employee Benefits
  • Corporate Retirement Plans
  • Executive Benefit Programs
  • Wealth Transfer Funding
  • Business Succession Planning
  • Personal Planning
  • Corporate Retirement Plans

    Spitzer & Associates offers companies retirement programs that are well designed, cost effective, limit fiduciary liability, provide employee communication and advice, and are administered in an efficient manner. We review plan documents, recommend investment vehicles, and evaluate overall functionality to ensure a valuable and competitive benefit is being delivered.

    We provide consultation on numerous types of retirement plans:

    • Defined Contribution Plans, including 401(k), 403(b), 412(i), 457 and Profit Sharing Plans
    • Defined Benefit Plans
    • Combination DB/DC Plans
    • Non Qualified Deferred Compensation Programs
    • SIMPLE IRAs and SEP-IRAs

    Our engagements include the following services:

    • Retirement Plan Evaluations
    • Trustee Guidance
    • Preparation of Investment Policy Statements
    • Investment Selection Suggestions
    • Corporate and Individual Participant Enrollment Meetings
    • Asset Allocation Guidance
    • Individual Investment Consultations
    • On-going Investment Education
    © 2018 Barry Spitzer & Associates. All rights reserved