Retirement Plan Services
A comprehensive employee benefit plan plays an integral part in attracting and retaining key employees. Whether you are starting a new 401(k) or updating your existing cafeteria plan, Wolf Financial Management can assist you every step of the way.
Wolf Financial Management currently provides the following customized services to our clients:
- Plan Documentation Preparation
- Plan Design
- Ongoing Participant Education
- Enrollment Meetings
- Contribution Processing
- Distribution / Loan Processing
- 1099-R Preparation
- Plan Discrimination Testing
- Participant Statements
- Form 5500 Filings / Summary Annual Reports
We begin with an assessment of your organization's needs, goals and strategic plans. Once we have completed this assessment, our Employee Benefit team will work with you to design, implement and administer a benefits program that is right for your organization.
When working with Wolf Financial Management, you acquire an experienced team of professionals committed to helping you attract and retain key employees so you can focus on driving your business.
We provide periodic newsletters and informative mailings on employee benefit plans. To receive these mailings or obtain additional information, please go to request information or contact:
Tunia R. Mycyk, Vice President, for portfolio management and retirement planning services
Raymond J. McFaul, Jr., Vice President, for TPA and benefit plan design and administrative services