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401K Plan Services, Inc.
IRA Plan Services, Inc.
Ted Kowalchuk, ATP, CFP, CFS, QPA
Our Services
At 401K Plan Services, Inc., we provide expert assistance in the following areas:
Retirement Planning
401(k) Plans
IRA Plans (Traditional & Roth)
Profit Sharing Plans & Defined Benefit Plans
Simple IRA Plans
SEP Plans
Financial Planning
Prepare Comprehensive Financial Plans
College Funding with 529 Plans
Estate Plan Review
Insurance
Life Insurance Planning & Policy Review
Annuity Planning & Policy Review
Long Term Care Insurance Planning & Policy Review
Investments
Investment Portfolio & Asset Allocation Review
Brokerage Accounts
Exchange Traded Funds (ETFs)
Mutual Funds
Stocks
Bonds
Treasury Bills & Notes
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