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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!

Retirement Plans

The Converse Team provides fiduciary advisory services to all defined contribution plan types: 401(k), 403(b), 457, Cash Balance, SIMPLE IRAs, SEP IRAs.  Let us help you with:

  • Plan Design Enhancements

  • Plan Benchmarking

  • Employee Financial Education

  • Fiduciary Responsibilities

  • Investment Review and Management

  • Onsite and/or Web-based Enrollments

  • Plan Cross-testing / New Comparability Testing

Keyman Policies
Buy-Sell Agreements
Section 125 / Flexible Spending Accounts Cafeteria Plans
Group Life Insurance
Group Benefits 
  • Short-Term Disability

  • Long-Term Disability

  • Critical Illness

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.