Planned Financial Programs

IE Shaffer & Company, founded in 1957, is a professional third-party administrator of employee benefit plans. The company provides consulting services. It employs a staff of more than 40 people. The company serves over 100 benefit plans in New Jersey, New York and Pennsylvania. IE Shaffer & Company has annual revenues of nearly $1 billion. The company also maintains an on-site computer facility in New Jersey. It audits contributions and reporting forms, as well as determines employee eligibility for plan benefits. The company offers health and retirement plan benefit processing and payment services. In addition, it provides accounting, reporting and disclosure services. The company offers services for benefit plans affiliated with the International Brotherhood of Teamsters and the United Brotherhood of Carpenters and Joiners of America. IE Shaffer & Company provides services for apprenticeship training and industry advancement programs.

Family Investors When Family Investors Company was founded in 1960, financial planning was a relatively new and unique idea. It was a concept designed to help investors develop prudent and systematic methods of putting their hard-earned dollars to work. It was an idea that we adopted in 1960, and with refinements, continue to practice today. By customizing investment programs to individual needs and goals, we've helped our clients to realize their financial objectives and we've also developed long-term personal relationships. Our professional staff represents many years of experience in the financial industry. Because our staff applies that experience to each and every client account, we have enjoyed an annual increase in the number of clients we serve. Family Investors Company enjoys the distinction of being the oldest continually operating brokerage firm in central New Jersey with clients now living throughout the country. Family Difference Most, if not all, financial firms provide a multitude of services and products. The choices to the investor are almost endless. And it's no wonder that many potential investors are overwhelmed trying to evaluate and select the right investment program for themselves. Family Investors Company, we offer an approach to financial management that we call the Family Difference: We Listen...We know the right questions to ask. Your answers provide us with in-depth information about your priorities and investment goals. We Advise...We provide our clients with straightforward recommendations. These practical recommendations identify and structure investment strategies that are both realistic and achievable.

Paragon Alliance is a leading provider of employee benefits solutions in Souderton, PA. With a team of knowledgeable professionals, they offer a range of retirement plan options and solutions to meet the needs of businesses and their employees. Their expertise in navigating administrative issues, products, and the complex tax code ensures that clients receive timely and consistent answers to their questions. Additionally, Paragon Alliance provides protection in the event of an IRS or DOL plan audit, making them a reliable and trusted partner in the employee benefits market. Known for their exceptional service, Paragon Alliance has received multiple industry awards and has been featured in recent TV interviews and articles. Their commitment to customer satisfaction is evident in the positive testimonials from clients who appreciate their professionalism, knowledge, and prompt assistance. With a focus on staying up to date with current issues in retirement benefit planning, Paragon Alliance provides valuable resources such as newsletters, white papers, and important deadlines to help businesses make informed decisions. Overall, Paragon Alliance is dedicated to ensuring that businesses have retirement plans that effectively reward and benefit their employees.Generated from the website