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Benny Hevia Wealth Management  
 
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Call us: (813) 693-8000
Call us: (305) 556-4000
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401(k)

When was the last time you had your retirement plan reviewed?

Are you taking advantage of the newest 401(k) plans designs?

As a business owner, these are important questions you should ask yourself:

  • Am I receiving the maximum benefits for my annual plan contributions?
  • Is there a way to increase contributions for my benefit while decreasing contributions to my employees?
  • Is my plan’s design right for me and my company?

What is a Retirement Plan Review?

A Retirement Plan Review is a thorough analysis of your pension plan with the objective of increasing your share of the annual deposits and reducing your plan’s administrative expenses. Once the review is complete, you will receive a formal plan recommendation which is customized to meet your goals. There are several benefits to this review, among them are:

  • Increase your share of annual deposits.
  • Allow access to professional money management for all participants.
  • Optimize the plan to meet your specific goals.
  • Reduce annual administration expenses.

Individualized Advice

Plan participants can diversify their investments. Our asset allocation system can recommend the most appropriate investments based on the answers to the Risk Tolerance Questionnaire to help them reach their retirement goals.

Avoid Litigation

The U.S. Supreme Court passed a ruling stating that employees can sue 401(k) plan sponsors, (you!) if they’ve experienced a loss due to an administrative error or mismanagement of funds. Major companies like Lockheed Martin, Caterpillar Inc. and others have employee lawsuits pending. Our proactive plan designs and administration to fiduciary responsibility management will help you avoid mayor complications. Let us be your 401(k) partner and help contribute to your employees’ retirement comfort and security.

Competitive and Transparent Fees

Oftentimes, with other plans, participants must have a minimum balance in their 401(k) account before they can be considered as candidates for a separately managed account. Most of our investment companies offer multi-manager strategies with no account minimums, along with low and transparent fees.



Request a Retirement Plan Review

2015 Business Owners Retirement Plans

2015 Guide to Retirement Plans Review

2015 Retirement Plans Comparison 
                        Chart





   
 
     
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Address: BENNY HEVIA FINANCIAL
27251 Wesley Chapel Blvd.
Suite 1023
Wesley Chapel, Fl. 33544
Phone: (813) 693.8000
E-mail: info@bennyheviafinancial.com
 
Address: BENNY HEVIA FINANCIAL
6175 NW 153 St
Suite 300
Miami Lakes, Fl. 33014
Phone: (305) 556-4000
Fax: (888) 317-7314
 
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