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Your Retirement Plan Architect. Innovative Retirement Plan Solutions. Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely. Your Retirement Plan Architect. We believe that management should focus on what they do best running the company and let us focus on what we do best managing the details of retirement plan design, administration, education, and investment. Investme...

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Your Retirement Plan Architect. Innovative Retirement Plan Solutions. Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely. Your Retirement Plan Architect. We believe that management should focus on what they do best running the company and let us focus on what we do best managing the details of retirement plan design, administration, education, and investment. Investme...
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Home | Benefit Planning Specialist | marvinsouchek.com Reviews

https://marvinsouchek.com

Your Retirement Plan Architect. Innovative Retirement Plan Solutions. Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely. Your Retirement Plan Architect. We believe that management should focus on what they do best running the company and let us focus on what we do best managing the details of retirement plan design, administration, education, and investment. Investme...

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marvinsouchek.com marvinsouchek.com
1

Client Resources | Benefit Planning Specialist

http://marvinsouchek.com/client-resources

Your Retirement Plan Architect. As a trusted source for our clients, Benefit Planning Specialist, Inc. offers useful websites and go-to sources of information to help you stay informed. 8211; news and updates for plan sponsors and fiduciaries of defined contribution plans. EFAST2 Electronic Filing System from the Department of Labor. Social Security Online: Retirement Planner. 8211; use this tool to explore a variety of retirement scenarios and learn how to qualify for Social Security benefits. Securitie...

2

Who We Are | Benefit Planning Specialist

http://marvinsouchek.com/about-us

Your Retirement Plan Architect. Marvin Souchek, CLU. Marvin is the owner of Benefit Planning Specialist, Inc. and has been serving as a financial guide to individuals and business owners since 1973. He is passionate about using his experience, education, and skill set to help clients identify and achieve their financial objectives. He specializes in assisting business owners with important decisions related to 401(k) plan design, administration, education, and investments. 770 North Cotner Boulevard Suit...

3

Focused On You | Benefit Planning Specialist

http://marvinsouchek.com/focused-on-you

Your Retirement Plan Architect. Tell us about your business:. Do you currently provide or have you ever provided a retirement plan? If yes, What type of plan? What is your primary objective in providing a retirement plan? Tell us how to contact you:. State / Province / Region. ZIP / Postal Code. Congo, Democratic Republic of the. Congo, Republic of the. Palestine, State of. Saint Kitts and Nevis. Saint Vincent and the Grenadines. Sao Tome and Principe. Virgin Islands, British. Virgin Islands, U.S.

4

Objective Guidance | Benefit Planning Specialist

http://marvinsouchek.com/retirement-planning-solutions/group-retirement-plans

Your Retirement Plan Architect. We strive to provide plan sponsors with pertinent information, compliance friendly solutions, and the potential to reduce costs while enhancing investment opportunities and helping participants achieve financial security. Our core Platform/Services includes:. Investment Scorecard System superior fund monitoring. B3 Provider Analysis on demand RFP/Benchmarking reports. Fiduciary Fitness Program complete ERISA compliance benchmarking. Fee Benchmarking and Vendor Search.

5

Innovative Retirement Plan Solutions | Benefit Planning Specialist

http://marvinsouchek.com/our-firm

Your Retirement Plan Architect. Innovative Retirement Plan Solutions. The time may arrive when we will not desire to, nor be able to generate income from our labors. We call that moment in time the beginning of our retirement years. For every moment thereafter, the quality of our life may be determined by how well we saved while we were working. Your need for objective advice drives our independence. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA.

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Your Retirement Plan Architect. Innovative Retirement Plan Solutions. Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely. Your Retirement Plan Architect. We believe that management should focus on what they do best running the company and let us focus on what we do best managing the details of retirement plan design, administration, education, and investment. Investme...

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