Shore United Bank

CBIZ, Inc. offers premier financial, benefits, and insurance services to businesses and individuals nationwide. Their team provides expert guidance with a personalized touch, ensuring top-level service tailored to each client's needs. With a focus on national-caliber expertise and local-level service, CBIZ, Inc. is dedicated to delivering comprehensive solutions for organizations of all sizes. Trust CBIZ for reliable financial and insurance support that meets your unique requirements. Generated from their website's infomation

TEFRA stands for Total Employee Fringes and Retirement Administration. The name is derived from the Tax Equity and Fiscal Responsibility Act ( TEFRA ) of 1982. We have been designing, consulting, and administering retirement plans for small business owners since we opened in 1984. We currently administer over 200 plans, including defined benefit, profit sharing, 401 ( k ) salary deferral, health and welfare, cafeteria, 457 for government and educational institutions, and 403 ( b ) plans for not-for-profit organizations. Qualified plans are an excellent way to build a retirement fund by turning tax dollars into savings. Through systematic tax deductible contributions, small business owners may be able to retire, and still maintain their current standard of living. There are also tax-deferred benefits that can serve as a valuable tool in recruiting and retaining key employees. Selecting the best plan for you involves three main points: TEFRA, Inc, we address all of these. We design employee retirement and benefit plans that help you maximize the value of your investment in your employees. We will handle every aspect of you plan, from Design and Setup, Implementation and Enrollment, and Record Keeping. TEFRA provides service only. Unlike many other pension consulting firms, we do not sell any products, so you are free to choose from everything on the market to find what will best suit your goals. We will help with the enrollment process, and keep accurate records that are available on request and are sent to you at regular intervals. We will also keep you current on any changes in the law or the market as they may affect the administration of your plan. We will work with your accountants, attorneys, and investment advisors as appropriate to ensure good communication throughout the process.

Coastal Pension Services is a locally owned and operated firm in Columbia, MD, specializing in the design and administration of retirement plans for the mid-Atlantic business community since 1989. With a proven track record, they boast a 98% client retention rate and manage over $1 billion in assets for approximately 800 clients. The company employs a consultative staff with an average of 25 years of industry experience, working closely with financial advisors and plan sponsors to ensure compliance with regulations and best practices in retirement benefits. Coastal's comprehensive services include plan design, installation, administration, and termination, reflecting their commitment to high-standard retirement solutions. Generated from the website