Hcw Retirement & Financial Services
Financial Service
Why pick this one
HCWRFS designs employer retirement plans through a proprietary five-step process and works with any chosen plan provider.
Best for
- Businesses comparing 401(k), 403(b), 457, or other retirement plan types
- Employers needing employee retirement education through meetings and seminars
- Organizations seeking plan provider and investment selection assistance
- Companies needing executive benefits or non-qualified compensation planning
- Employers needing ongoing plan analysis and compliance review
Look elsewhere if
- Individuals seeking banking, tax preparation, or general consumer financial services
Specialties
- 401(k) plan design
- executive benefits programs
- 403(b) plans
- 457 plans
- defined benefit plans
- non-qualified plans
- buy-sell agreements
- key person life insurance
Certifications
- FINRA Series 7 registration
- FINRA Series 6 registration
- FINRA Series 63 registration
- FINRA Series 65 registration
- Life/Health insurance representative
- Long Term Care representative
- NFL Player Association registered player financial advisor
- Million Dollar Round Table member
What makes them different
- Independent consultants can work with any chosen plan provider
- Proprietary five-step process helps companies compare and select retirement plan types
- Financial advisors provide enrollment meetings, seminars, and individual employee meetings
- Client Relationship Managers answer distribution, plan information, and administrative questions
- Lead consultants review plan design and implementation for regulatory compliance
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 305 W Barbee Chapel Rd, Chapel Hill, NC 27517-7513
- Phone
- 19199130235
- Website
- http://www.hcwrfs.com
Services
- retirement plan consulting
- employee retirement education
- investment selection
- plan provider selection
- plan compliance reviews
- investment policy statement design
- education policy statement design
- retirement plan administration support