HAUSER DUNCAN FINANCIAL
401(k) & Retirement
Uniquely structured to manage all of your insurance and financial services needs.
Success starts with a Hauser Duncan Financial consultant who will fully understand your objectives and goals.
Our services include:
401(k) & Retirement Plans
- Plan Design
- Benchmarking of 401(k) Retirement Plans
- Full Service Investment and Consulting
- Continuity of Service is Maintined as Investments are Added or Changed
- Vendor Selection
- Investment Policy Development
- 401(k) Retirement Plan Comprehensive Reviews
- Manager Research and Selection
Employer Education
- Technical Consulting
- Annual Investment and Plan Design Reviews
- Group Meetings
- One-on-one Enrollment Process
- Continual Participant Education Assistance
- Gold Track Investment and Product Information
TPA Services
- Administration and Support Services
- Whether the plan is a start-up or a takeover of existing assets, we recommend Plan Type, Provide Design Illustrations and Administer the Plan
- We offer a wide range of Retirement Plan Products including:
- 401(k) Plans
- Pension / Profit Sharing
- Simple IRAs
- Defined Benefit Plans
- 403(b) Plan
- Annual Reports to the Employer
- Signature-Ready and Electronic 5500 Filing
- Plan Document Preparation and Maintenance
- Nondiscrimination Testing
- Participant Distributions
- Loans, Hardships, Terminations, RMDs, QDROs
Key Executive Protection
- Key Person Life Insurance
- Supplemental Executive Benefits
- Business Succession Planning
Life
- Income Protection
- Family Protection
- Personal Wealth Management
- Estate Planning
- Retirement Planning
Disability Income Protection
- Income replacement to ensure the family can maintain a similar standard of living should the insured become disabled
Long Term Care
- Provides quality care to you and your loved ones in the event of an unexpected illness or accident
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