Eplboim, Poutre & Co.  has a specialty in corporate services and retirement plans. Our services range from Simple IRA’s to 401(k)’s to Tiered Profit Sharing Plans. Our advisors are comfortable sitting with small business owners as well as HR directors.

We have found that often times small businesses have implemented retirement plans several years ago, and as they have grown, their needs have changed. Similarly, corporations have old 401(k) plans in place with high residual fees and lagging service. Often times we are able to augment or replace plans that no longer fulfill a company’s current obligations, and add features to enhance employee retention. Services such as deferred compensation or stock option grants can help to keep key employees while simultaneously creating a tax benefit for the company. Finding a 401(k) that allows full internet access to employees, has bilingual operators, and in some cases, shares in a company’s fiduciary responsibility can be a wonderful benefit to company.

Simply contact us and we will provide your company with a free retirement needs analyses.

Retirement Services 401(k)  Profit Sharing Money Purchase Plans Stock Purchase Plans/ Employee Stock Ownership Programs (ESOPs) Enrollment & Employee Education Executive Compensation Agreements Key Man Insurance Deferred Compensation 144a/Restricted Stock Stock Option Solutions Stock Loan Services

All Securities offered through Maxxtrade, Member NASD, SIPC