Employer Group Services

Employer Group Services

401k Retirement Services
New Department of Labor regulations effective 2012 have changed the rules of 401k.Get a second opinion in the form of a side by side comparison of fees and liability risk.
  • Required disclosure of fees to plan participants, like revenue sharing. 
  • Is your governance structure set up properly?
  • Have you documented that you understand the current fee environment and your own fees?
  • Have you benchmarked your fees in the last three years and documented the process results?
  • Have you benchmarked your investment structure in the last three years and your fund managers int the last year?
  • Whose advice can I trust?
  1. We have Transparent Pricing of all plan expenses. 
  2. Flexibility with open architecture platform of investments
  3. Global Financial Private Capital will help fulfill your duty as a fiduciary, and create a risk management system on stringent ERISA Standards.



Individuals, Family & Retiree Benefits plans:

Health Insurance
Medicare Supplements
Long Term Care Insurance



401k, 403b, 357 Rollovers
IRA, Roth IRA, Stretch IRA
Retirement Annuities
Life Insurance

Important Disclosure:

The information provided herein is for informational purposes only and does not constitute individual financial, investment, tax, insurance, accounting or legal advice.  The information contained on this Web site does not constitute a distribution, an offer to sell, or the solicitation of an offer to buy securities.  Accordingly, the content in any newsletter, blog, podcast, referenced story, or hyperlink posted herein should not be construed by any consumer as financial and investment advice or a recommendation or solicitation to effect or attempt to effect transactions in securities via this medium.  Furthermore, the information resulting from the use of this data or other information in any newsletter or within this site should also not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice.

 

Financial Planning and Investment Management is normally long-term oriented.  General investment, financial, or other information shown on this site are for illustration purposes only for review and consideration.  Any strategies that you consider implementing or changes in your financial situation should be brought to the attention of your professional Investment Adviser. 
This Web site may contain links to other sites. Although utmost care is exercised in providing links to sites that share our high standards, ( Heritage Financial Advisors ) shall not be responsible for the content, security, availability and privacy practices used by such linked sites.  The linked pages are provided for the convenience of our web site users only and do not constitute an approval of their services or practices.   Links from other web sites to our home page do not require prior permission from us but deep linking into any other page of our site should not be effected without prior permission from us. 



Group Benefits plans:
  • Health Insurance
  • Group Life
  • Short/Long Term Disability
  • Long Term Care

About AgentLink

AgentLink is a national wholesale brokerage agency supporting a network of more than 10,000 independent agents across the country. We were founded in 1991 on the realization that independent agents and small agencies needed a trusted partner to handle the time-consuming administrative and customer service tasks their business require, so they could spend their time prospecting, selling and building relationships with their clients.

We distribute a comprehensive portfolio of products and services from the most respected insurance carriers in the industry. In addition to providing administrative support and customer service solutions through our benefits and life areas, we offer group enrollment services

    Website Builder