Healthcare Benefits

RETIREMENT SERVICES

From turn-key solutions to an open - architecture environment

Williams Financial Group provides a comprehensive offering of retirement plan services to meet your clients' needs. From turn-key retirement solutions to a complete open architecture environment, our strategic partners can design, install, and administer customized retirement plans. Our partners have an array of expertise in: plan design, record-keeping, compliance testing, and participant access.

These providers will partner with you to provide an array of expertise in plan design, recordkeeping, compliance testing, and participant access.

Several of the strategic partners also provide advisors with tools such as:

  • Investment policy statement support
  • Quarterly and annual plan reporting
  • Benchmark studies
  • Model portfolio capabilities
  • Customized enrollment materials

STRATEGIC PARTNERS

PLAN TYPES

Austin Capital Retirement Plan Services

401(k), 403(b), 457(b), 401(a),
Defined Benefit, Cash Balance, ESOP, Top-Hat Plans

Fidelity

401(k), 403(b), Higher Ed ORP

Horizon Investments

401(k), 403(b)

One America Financial Partners, Inc.                                                                                    

401(k), 403(b), 457(b), 401(a), Defined Benefit, Cash Balance, ESOP, Top-Hat Plan

Pinnacle Financial Services

401(k) Multiple Employer Plans

 

Retirement Revolution

401(k)

Security Benefit

401(k), 403(b), 457(b), 401(a) Simple and SEP IRA's

 

TIAA-CREF

403(b), 457(b), Higher Ed ORP

Vantage Benefits Administrators

 401(k), 403(b), 457(b)

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