Services
Services
At Retirement Planning Associates, we provide a comprehensive retirement analysis and customized recommendations. We offer solutions for all of our clients’ financial and retirement planning needs, including:
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- 403(b), 457(b), 401(k) and 401(a) Retirement Plans
- College Savings Plan
- Estate & Tax Planning
- Life Insurance
- Investment/Savings Accounts (IRA, Mutual Funds)
- Health Insurance (Long-Term Care, Medicare Supplement)
- Financial Wellness Program
- 403(b), 457(b), 401(k) and 401(a) Retirement Plans
- College Savings Plan
- Estate & Tax Planning
- Life Insurance
- Investment/Savings Accounts (IRA, Mutual Funds)
- Health Insurance (Long-Term Care, Medicare Supplement)
- Financial Wellness Program
FRS DROP
We are experts in the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) and work closely with our clients to guide them through this process, helping them to understand all of their options so they can make the best choices for their retirement savings.
BENCOR Plans
As authorized BENCOR representatives, our Advisors are extremely knowledgeable and experienced in The BENCOR National Government Employees Retirement Plan TM, which is a turn-key plan that provides employer and employee educational services, administrative services, record-keeping services, trust services and investment vehicles, along with federal and state law compliance. It includes Special Pay Plan options and a FICA Alternative Plan. The BENCOR Plan benefits both employers and employees by taking advantage of powerful tax legislation enacted especially for employees of tax-exempt organizations.
Your local representatives are available to discuss any questions you may have regarding your BENCOR Plan account, whether it’s general plan information, plan balances, the investment choices available to you, or DROP rollover and asset allocation questions. We have a dedicated BENCOR service desk to assist you with service issues including beneficiary updates, address changes or distribution requests.