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Seasons Financial Group - Tulsa, OK

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Employer Retirement Plans

How is your 401k doing? Too many choices? Not enough choices? Not sure what to do with the pension buy-out offer? We can help you simplify the complexities of your retirement plan.

For employees:

  • Retirement plan monitoring service: If you have a 401k, 403b, 457, SIMPLE, SEP, Profit-Sharing plan, Solo 401k, etc. in many plans we can assist you in asset allocation and investment selection.
  • If you have a pension plan, we can assist you in payout selection or other options (like buy-outs) the plan may make available to you.
  • Asset management of your plan: This service is only available for certain employer plans. (Contact our office for details.)

For employers:

  • Evaluation of current retirement plan(s)
  • New and takeover plan design
  • Implementation of new plan
  • Investment selection
  • Investment management of plan
  • Co-ordination with third-party administrators
  • Educational workshops on a variety of financial planning subjects