Committed To Helping Our Clients Succeed

Retirement Plans

Retirement Plan Services

We offer the following Daily Valuation Retirement Plan Services for businesses, non-profit organizations, and churches. Call today for a quote to convert your plan or start a new plan. No plan is too small.

We work with EPIC Retirement Plan Services that delivers participant level recordkeeping services and daily valuation by utilizing Schwab Retirement Technologies (Schwab RT) system that provides automated trading interfaces. Our retirement plan service includes a robust plan sponsor and participant portals which offer streamlined enrollments, video-based education, account administration, and much more.

Business Retirement Plans

We provide services for the following retirement plan accounts:

  • 401(k)
  • 403(b)
  • 457
  • Profit Sharing
  • Cash Balance Plan
  • Church 403(b)(9) Plans

Unique features of Church 403(b)(9) Plans

  • The Employer can determine the eligibility of employees based on flexible criteria
  • Minister & Missionary participants tax-sheltered contributions are not subject to Social Security tax
  • Minister & Missionary retirees may have retirement benefits designated as a tax-free housing allowance for qualified housing expenses.

Retirement Plan Benchmarking

We will compare your retirement plan against plans of similar size for plan design, participant engagement and total cost including the plan’s recordkeeper, investment manager, Third Party Administrator (TPA) and advisor. We typically review the plan’s services and fees on an annual basis and provide the plan sponsor with an analysis of the plan to identify opportunities for improvement.

You are now leaving the “Highway Financial Networks” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with “Highway Financial Networks” or any advisor(s) whose name(s) appears on this Website. “Highway Financial Networks” is independently owned and operated. Schwab neither endorses nor recommends Highway Financial Networks. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Highway Financial Networks” under which Schwab provides “Highway Financial Networks” with services related to your account. Schwab does not review the “Highway Financial Networks” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “Highway Financial Networks” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Highway Financial Networks and our editorial staff. Material presented is believed to be from reliable sources. However, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Highway Financial Networks a Registered Investment Advisor in the State of California. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted.

Schedule A Call