COMPANY CLIENT SERVICES
As a business owner you are looking for a cost effective and efficient way save money on taxes, diversify your own retirement assets, and provide your employees with a solid benefit package. As a CFO, you want to make sure the cost-benefit ratio of a plan makes sense to the business. As a human resources representative, you want to attract and keep great talent at your company. Working with the Converse Team, we can help design a plan or enhance your current plan to satisfy each area important to your business. We welcome you to join us for a complimentary consultation!
The Converse Team acts as a fiduciary for advisory relationships in our defined contribution plan types; 401(k), 403(b), 457, Cash Balance, SIMPLE IRAs, SEP IRAs. Let us help you with:
Plan Design Enhancements
Employee Financial Education
Investment Review and Management
Onsite and/or Web-based Enrollments
Plan Cross-testing / New Comparability Testing
Section 125 / Flexible Spending Accounts Cafeteria Plans
Group Life Insurance
WE ARE HERE FOR YOU
If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.