Gibborim Financial works with all types of employer sponsored retirement plans or efforts, including defined contribution/benefit plans, SIMPLE or SEP individual retirement accounts (IRAs), non-qualified plans, and unconventional but regularly utilized strategies.
Some of the more frequent questions Gibborim Financial helps business owners or municipalities address include:
Every time you change jobs, you have some decisions to make about your old 401(k). In this ebook, we outline your four choices and explain the considerations of each.
Every business or municipality has a unique story and reflects the values, character, and aspirations of the owner(s)/founder(s)/residents. As a result, many of the solutions provided are customized to that organization and can be integrated with individual needs based on a number of factors relating to the owner(s)/founder(s)/residents.
However, categorically, there are broad themes that tend to recur when it comes to strategies and solutions utilized. Below are some representative examples of each.
Result: Increased participant amount and participation rate to retirement plan
Problem: Relatively limited investment selection and average employee participation
Solution: Change investment manager, add defined benefit plan, and include self-directed brokerage account option to plan