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Bautis Financial

Bautis Financial

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401k Advisory Services

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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

How to Use Meditation as Business Growth Tool

Episode 175 – How to Use Meditation as Business Growth Tool With Anand Balasubramanian

September 29, 2023 By Bautis Financial

In this episode of The Agent of Wealth Podcast, guest Anand Balasubramanian discusses how a meditative mindset can help entrepreneurs improve performance, and how to use heart-based meditation to do just that.

How to Safeguard Your Parents From Senior Citizen Scams

Episode 174 – How to Safeguard Your Parents From Senior Citizen Scams

September 12, 2023 By Bautis Financial

What you should know about financial and other scams that specifically target the elderly, including what to look for, how to protect your parents, and what to do if they’ve been scammed.

How to Unlock the Value of Your Life Insurance Policy With Life Settlements

Episode 173 – How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

September 12, 2023 By Bautis Financial

Don’t let your life insurance gather dust. Learn how to convert it into a powerful financial tool that can aid you in funding your dreams, support your retirement, or provide for your loved ones in a whole new way.

More Podcasts

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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • 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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