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Services for Businesses and Non-Profit Organizations

Minder Planning Group partners with organizations on their retirement plan creating effective employee education programs and employing comprehensive fiduciary practices. Our role is to make your retirement plan successful.

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

     Services Available:

     Ø 3(21) Fiduciary 

     Ø3(38) Fiduciary

     ØFee Analysis

     ØVendor Search

     ØTargeted Employee Education

     ØOne on one support for employers                        and employees

     Product Solutions Available:

     Ø401(k) Plans

     Ø403(b) Plans    

     Ø457 Plans

     ØSolo 401(k) Plan

     ØSIMPLE Plans

     ØSEP-IRA Plans

     ØCash Balance Plans

     ØNon-Qualified Deferred Compensation



 
 
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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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