Portage, MI

269-324-0080

Gasaway Investment Advisors, Inc. | Advisory | Portage

"Helping you navigate your financial course"

People in a meeting

Find the right retirement plans for your company

Create your comprehensive retirement plan

Comprehensive services for each plan fiduciary

The best retirement plans are those which are customized to fit your unique requirements, carefully crafted to fit your specific needs and the needs of your employees.

 

From the initial discussion of your retirement plan to its everyday management and adjustment, you can always depend on our specific, individualized approach toward your accounts. Call our office today, to schedule your initial consultation and learn more.

  • Develop a plan which meets your company's specific goals

  • Regularly review your plan's provisions to ensure it continues to meet your requirements

  • Select and monitor from approximately 15,000 investment options, allowing for a plan which uses only highly rated investments in each category

  • Invest in individual stocks, bonds, or mutual funds with a self-directed brokerage account

  • Receive plan documents and amendments

  • Complete plan reconciliations

  • Receive assistance in comprehensive plan audits

Receive comprehensive retirement plan services and administration that are tailored to fit your company's specific requirements.

 

Give us a call today to start planning your company's employee retirement strategy.

269-324-0080

Individual plan administration and management

  • Determination of eligibility and vesting

  • Allocation of matching and profit sharing contributions

  • Recordkeeping of contributions, assets, gains, and losses

  • Daily pricing and account valuation

  • Participant loans, if allowed by your specific plan

Complete discrimination testing for your added peace of mind

  • Full discrimination testing – ADP / ACP, 415 Limits, 402(g) elective deferral testing and other participants and coverage tests may be required

  • Top-heavy testing protocols

Full government reporting for easy tax preparation and liability

  • Distribution of 1099s and 945s

  • 5500 preparation and electronic filing

Interactive participant education and communication services

  • Custom education and enrollment multimedia programs

  • Design and monitoring of asset allocation models

  • Custom financial analyses to determine employee savings needs

  • 24-hour interactive internet and telephone access for employees to make exchanges and receive account information

  • Easy-to-read, customizable quarterly participant statements