Personalized Retirement and Executive Benefit Plan Services
Everyone, including business owners, executives, and employees, deserves a secure financial future, but not everyone knows how to make it happen. For over 20 years, Meld Financial has provided specialized design, administration, and investment advisory services for a variety of plans such as:
- Traditional Profit Sharing and 401(a) Plans,
- Defined Benefit, Money Purchase, and Cash Balance Plans,
- Company-wide Deferred Compensation Plans: 401(k), 403(b), Governmental 457(b)
- Top-Hat Deferred Compensation Plans: 457(b) and 457(f)
- Executive Benefit and 409A Compliant Plans.
Our personalized service motivates employees to become knowledgeable and take action to participate in their company-sponsored plan.