| If you are confused about which employee
benefit plans to offer your employees, or which plans will benefit you personally, we can
help. Our staff has the knowledge and experience to design a complete benefits package to
meet your specific financial situation. We are committed to offering you objective advice
and superior service. We will answer your questions in all areas of employee benefits:
planning, implementation, distributions and taxation. Also, we will assist in designing,
installing and administering the benefit plans that best suit you, including but not
limited to the following:
- Profit Sharing and 401(k) Plans
- 403 (b) Plans
- Self-Employed Plans (Keoghs)
- Other Corporate Retirement Plans:
- Money Purchase
- Age Weighted
- Comparability
- Simplified Employer Plans (SEP)
- Individual Retirement Accounts (IRA)
- Flexible Benefit - Cafeteria Plans
- ERISA, IRS and other currently enacted tax
- legislation compliance
- Plan Administration Services
- Employee Communication
- Preparation of Form 5500
- Audits of Retirement Plans
Securities offered through 1st Global Capital Corp. Member NASD, SIPC. Investment Advisory
Services offered through 1st Global Advisors, Inc. 8150 N. Central Expressway, Suite
M-1000. Dallas, TX 75206, 1-800-959-8440.
We currently have representatives licensed to offer securities in the states of PA, CA,
NJ, NY, TN, DE, and MD, and licensed to offer investment advisory services in PA. |
