Consultation, evaluation assistance and/or brokering * of:
- Qualified and non-qualified retirement plans
SEP IRAs
Defined Benefit Plans
Profit Sharing Plans
401(k) Plans
SIMPLE IRAs
Defined Contribution Plans
403(b) Plans
Roth 401(k) Plans
- Group programs for life, health and disability insurance
- Analysis of Past Performance for Investments Offered in an Existing Benefit Plan
- Comparative Analysis of Costs of Administration for a Proposed or Existing Benefit Plan
Presentations to Employees on investment/financial subjects.
Administration assistance for retirement programs.
* Provided by Arlene Neff in the capacity of registered representative in contract with Allegheny Investments, Ltd.