HAUSER DUNCAN FINANCIAL

401(k) & Retirement

Since our inception, Hauser Duncan Financial has remained focused on providing a true client relationship – not just a service.

We are uniquely structured to be your one source that can manage all of your insurance and financial services needs.

Success starts with a Hauser Duncan Financial consultant who will invest the time needed to 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 the takeover of existing assets, we are available to recommend Plan Type, Provide Design Illustrations, as well as 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) Plans
    • . . . and more
  • 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

  • Provides an income replacement benefit should the insured become disabled so that the family can maintain a similar standard of living

Long Term Care

  • Provides quality care to you and your loved ones in the event of an unexpected illness or accident