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Services for Businesses

Minder Planning Group partners with for-profits and non-profit organizations with regards to their retirement plan.  Our role is to work with the employer in having a cost effective retirement plan that will make their employees attain retirement success. 

We work best with organizations that have an entrepreneurial spirit and that want to make an impact on the community they are in along with an impact on the lives of their employees. 

     Services Available:

     Ø  Investment Advisory Management

     Ø Investment Review

     Ø  Fee Analysis

     Ø Vendor Search

     Ø Employee Education

     Ø  One on one support for employers                        and employees

     Product Solutions Available:

     Ø SEP-IRA

     Ø SIMPLE IRA

     Ø  401(k) Plan    

     Ø  403(b) Plan

     Ø  457 Plan

     Ø  Mutual Funds

     Ø  Profit Sharing/Money Purchase Plans

     Ø  Cash Balance Plans

     Ø  Non-Qualified Deferred Compensation Plans

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 IMPORTANT DISCLOSURES

Minder Planning Group, LLC does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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