401K 403B and 457 Retirement Savings Plans

McGohan Brabender Financial assigns a service representative to your account who is your first contact for all service issues. This representative assists you with the day to day service of your plan, participates in the ongoing Enrollment meetings, and quarterbacks any issues that may arise. We offer the ability to access your individual participant accounts online to assist you, as well as answer questions for you and your employees. Participants are permitted to contact our service representative to discuss their account or ask any questions.

McGohan Brabender Financial also offers the following services:

• Conducting enrollment meetings or providing assistance for all entry dates in your plan.
• Assisting employees with rollovers from prior Retirement Plans.
• Contacting retired or terminated participants to advise them of their options regarding their retirement Funds.
• Working directly with your Third Party Administrator to coordinate and assist with the service of your plan.
• Assisting you with participants communications during the life of the plan (e.g. new fund addition, match increase, plan specification changes).
• Delivering the annual mutual fund and Plan Review provided by the carrier of your plan.
• Assisting you in keeping up to date on plan changes/product offerings.

Plan Cost/Benefit Comparisons

We evaluate your current plan’s expenses and investment options and provide a comparison to other options in the marketplace. The comparison includes a side by side comparison of internal expenses, investment returns and plan options. Our recommendations are provided at no charge to your company.

Simple IRA

A SIMPLE IRA plan is an attractive option for small businesses who want to limit their administrative costs and apply some of that savings to a matching contribution. We can help you determine if a SIMPLE IRA plan is the right option for your company.

IRAs and Annuities

• Traditional and Roth IRAs: We assist in setting up both Traditional and Roth IRAs. We work with a wide variety of investment companies and have access to the best investments for your retirement objective.
• Fixed or Variable: Depending on your objective, fixed or variable investments provide different outcomes. We help you determine which will best achieve your goal.

Alternative Executive Benefit Plans

Often for company executives, it can be mutually beneficial to defer a portion of salary until a later time. We help you find the best investment vehicle to fund deferred compensation.

Contact us to find out more about McGohan Brabender Financial.