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Retirement and Benefit plans vary from business to business. At Porte Brown, our trained consultants recognize the uniqueness of each plan and take a proactive and personal approach to designing a qualified retirement or benefit plan.
Porte Brown’s retirement and benefit services are customized to fit the needs of our clients. Our comprehensive understanding of employee benefit plans, along with our expertise in tax knowledge, allows us to optimize our administrative services and identify your specific retirement or benefit plan goals.
Porte Brown LLC specializes in safe harbor 401(k) and cross-tested plan design, as well as non-qualified deferred compensation plans. Our goal as the Third Party Administrator is to assist the plan sponsor in meeting their fiduciary responsibilities, so they can focus on their business and employees.
Our full-service Retirement and Benefit Services Practice Group capabilities include:
Retirement Plan Design and Consulting
IRS and DOL Compliance Review
401(k) Vendor and Fee Review
Porte Brown makes benefit plan sponsorship an asset to your business and to your employees.
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.