Helping Your Employees With Their
Retirement Goals Is Simply Good Business
Maximize Plan Design | Seamless Implementation | ONGOING SUPPORT
Retirement Plans Can Be Tricky—Let Us Make Them Simple
We all know the quality of your retirement plan significantly affects hiring and retaining your best talent. We also know your employees don’t have all the time in the world to learn about their plan and make the choices that are best for them. We offer the strategy, seamless implementation and ongoing support to mitigate fiduciary liability and maximize employee satisfaction so retirement planning is a pleasure, not a chore.
Samuel Financial LLC is an independent financial consulting firm specializing in the
management of 401(k) and other retirement plans.