Financial Planning

cash and change Most PEOs (professional employee organization) offer a financial plan to the client and their employees. These plans range from 401K plans, IRAs (both standard and Roth), Medical Savings account and flexible benefits plans.

A financial plan offers the employee the opportunity to plan for retirement while saving for the future with pre-tax dollars. Other financial plans are also available to help the employee with a wide range of products and services to serve their needs.

Some of the finanaical plans include:

401K
IRA
Roth IRA
Credit unions
Direct deposit
Payroll ATM/debit cards
Medical savings accounts
Discounted mortgages
Insurance products
529 College Tuition Account
Section 125 Flexible Spending Accounts

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