Worth Agency
Insurance Agency
Why pick this one
They specialize in retirement plan solutions for small companies and have been in business since 1987.
Best for
- small companies needing customized retirement plans
- businesses seeking IRS approved employee benefit services
Look elsewhere if
- large corporations with over 150 employees
- clients needing highly complex or multifaceted retirement plans
Specialties
- 401(k) administration
- HSA administration
- COBRA administration
Certifications
- IRS approved plans
What makes them different
- specializes in small companies with less than 150 employees
- offers open architecture investment platform for retirement plans
- provides employee education meetings on plan features
- long-standing experience since 1987
- Years in business
- 36
- Serves
- Lake Wylie, Clover
Distilled from this business's own website.
Contact & Location
- Address
- 421 Minuet Ln Ste 204, Charlotte, NC 28217
- Phone
- (704) 521-6422
- Website
- http://www.fba401k.com
- Service@fba401k.com
Services
- employee benefits
- retirement planning
- health savings account services