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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

401k Advisory Services

bautis financial 401k advisor

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

Woman small business owner smiling while signing a government contract.

Episode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard

May 26, 2023 By Bautis Financial

Discover strategic steps and insider tips on how to harness the power of government contracts, propelling your small business towards unprecedented growth!

Moving Abroad

Episode 156 – The Tax Implications of Moving Abroad With David Lesperance and Melvin Warshaw

May 19, 2023 By Bautis Financial

No matter your reason for moving, gain the knowledge you need to protect your finances, avoid costly mistakes, and unlock the hidden tax benefits of your new international chapter.

Business Taxes

Episode 155 – Tax Strategies for a Highly Profitable Business With John Briggs

May 12, 2023 By Bautis Financial

From game-changing deductions to innovative structuring techniques, embark on a journey towards sustainable business success!

More Podcasts

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Contact

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

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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