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Business Strategy Consulting
We can help small businesses, or large corporations, assess or establish a comprehensive
retirement plan to attract and retain valued employees, as well as ensure a financially secure environment. Private Client Services, Inc.
offers a range of best of breed plan options to help employers address their organization's retirement needs. We have experience in helping
companies seek strategic partners domestically or internationally. Our management has successfully helped companies explore and promote their
strategic plan, strategic partnership, expansion, restructuring and funding needs. This aspect of our services is aligned with our philosophy
while serving families with substantial wealth. Many of them have founded, built, and/or lead great companies, which have allowed them to sow
and harvest such great wealth and legacy. We can be contracted as an extended arm of your firm. We take pride in advocating your best interest
in the following areas:
401(k) Plans
We've put together the components necessary to build a need-based retirement plan solution
for our clients. This integrated solution combines products, service and support, giving you the flexibility and reliability you need
for your retirement plan.
PCS's Retirement Services works with service providers who's Services deliver highly flexible, yet competitively priced, 401(k)
programs to employers and their employees. Their program provides unparalleled investment flexibility, is designed around cutting
edge internet based technology, and is serviced by leaders in the retirement industry. We also provide existing plan review and assessment.
Our 401k Plan services can include:
- Plan set up
- Record keeping
- Administration
- Fund selection
- Plan support
- Plan optimization
- Provider review
- Participant education
- Plan migration
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