Corporate 401(k) Plans

401(k), ESOP, 403(b), SIMPLE IRA

 

Corporate Services

 

We work with companies to create highly customized Retirement Plan designs and implement employee education programs tailored specifically to our clients business.

 

 

Plan Consulting

Axial Benefits Group (ABG) works with Plan Sponsors to review Retirement Plan Administration on multiple levels. Administrative tasks can be overwhelming; we work with our clients to ensure plans run effectively and efficiently using a number of strategies and tools including:

  • Non-discrimination testing review
  • Fiduciary compliance reviews
  • Plan benchmarking and fees
  • Plan design and review
  • Compliance deficiency resolution
  • Record-keeping review

 

Investment Consulting

We want to ensure Retirement Plans are working for Participants, just as hard as they work for their employer.

We provide a number of services that keep a Plan in good working order, including:

  • Formal investment reviews
  • Monitoring of Plan investments with appropriate recommendations
  • Easy-to-read investment performance sheet for Participants
  • Written Investment Policy Statement
  • Drafting of meeting minutes
  • Regular meetings with Investment Committee

 

Participant Education

ABG believes an educated investor always has the advantage. We make ourselves readily available to Plan Sponsors and participants to deliver the best customer service possible. We work with our clients to develop custom presentations that suit the needs of the employee base through use of webinars, telephone meetings or on-site presentations, whatever is most convenient for the company.

We offer many different educational programs and services including:

  • New employee enrollment meetings
  • Economic update/ state-of-the-market presentations
  • A retirement planning timeline
  • Suggestions for asset management
  • One-on-one consultations

 

 

Axial Benefits Group (ABG) is a privately-held benefits consulting firm specializing in group purchasing coalitions, corporate health insurance, corporate 401(k) plans, executive benefits and executive wealth management.

Contact Us

 1-781-273-1425


help@axialbenefits.com

1 Van de Graaff Drive
Suite 501
Burlington, MA 01803

8:30-5:00 Mon. - Thur.
8:30-4:00 Fri.

Sign up for updates

©2023 Axial Benefits Group, LLC | All rights reserved.

    This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Axial Benefits Group are separate and unrelated to Commonwealth. View Commonwealth Financial's Privacy Notice here.

    Form CRS.