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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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401k Advisory Services

401k Advisory Services

Maintaining an appropriate retirement plan for your company often seems like a daunting task, especially when you consider everything else that goes into running a successful business.  In general, our value added retirement plan services can be segmented into the following components:

Benchmarking current 401k plan
We benchmark the fees, services and participation metrics of their current plan against similar plans using industry leading research

Performing plan design consulting
Plan design provisions are important because they can make a big difference in whether the plan maximizes the benefits available

Assisting in the design of an Investment Policy Statement
Plan Sponsors can minimize fiduciary liability by implementing an IPS.  An IPS outlines a detailed, prudent plan of action for the plan’s investment managers and advisors to follow.

Providing ongoing plan reviews
A review of a plan’s operational metrics such as participation levels, deferral percentages, loans, non-discrimination testing, enrollment and communication services

Managing employee communication and Investment Education
Ongoing investment education for participants regarding plan options.

Personal customized financial and estate planning for employees
Education of participants about plan distribution alternatives, retirement cash flow analysis, and whenever necessary consult with retirees regarding investment asset allocation.

Our 401k Advisory brochure can be downloaded by clicking on the image below:   

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Latest Podcasts

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

What should you do if you get a letter or notice from the IRS? Don’t ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at […]

Episode 60 – How Using a  Professional Executor Can Improve Your Estate Planning With Anthony Park

Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning With Anthony Park

December 17, 2020 By Marc

Did you know that nearly 60% of Americans lack a will or have done any estate planning?  In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Anthony Park about the importance of estate planning. They discuss why naming an executor is significant for not just a person’s assets but also their […]

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

Episode 59 – How to Analyze Real Estate Investment Opportunities with Abel Pacheco

December 8, 2020 By Marc

In this episode of The Agent of Wealth Podcast, Marc Bautis has a conversation with Abel Pacheco about investing in commercial real estate. Abel discusses what sparked his interest in commercial real estate and how he took the leap to move from IT tech sales to becoming a fulltime real estate investor. Abel speaks on […]

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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