Valley of the Sun, Phoenix, AZ

  • 1.  Retirement Plan provider

    Posted 04-18-2023 10:45

    "Happy Tax Day" We're a specialty sub, SBE firm.  Who have you found to work with to develop/maintain a retirement plan, responsive, for the value? We're specifically thinking of a SEP or SIMPLE but open to other plans you've had success with.  Thank you!



    ------------------------------
    Debbie Welch
    President & CEO
    Welch Companies Inc
    Tempe AZ
    (480) 446-9700
    ------------------------------


  • 2.  RE: Retirement Plan provider

    Posted 04-19-2023 14:41

    Hi Debbie, while it's not something I do myself, I'd be happy to recommend someone to you! I can make an email introduction for you! 

    Matt



    ------------------------------
    Matthew Cover
    Vice President, Employee Benefits
    CBIZ
    Phoenix AZ
    (480) 748-9634
    ------------------------------

    Original Message


  • 3.  RE: Retirement Plan provider

    Posted 04-20-2023 14:00

    Hello, Debbie,

    If you're open to an alternative, I'd be happy to connect you with my local 401k Retirement Partner for a consultative conversation. We would be able to keep your plan and prepare you to take advantage of any related tax credits, should you qualify. I'd be curious to hear your thoughts on choosing a SEP or a Simple IRA however if that's the direction you'd prefer to go in.

    Best of luck on your new plan!



    ------------------------------
    Craig Kober
    HCM Consultant
    Paychex
    Phoenix AZ
    (585) 734-3155
    ------------------------------

    Original Message