Products & Services

RETIREMENT PLANS*


Wealth Management Associates offers fiduciary advice for the following:


Defined Benefit Plans


Defined Contribution Plans



  • Money Purchase Pension (MPP)

  • Profit Sharing

  • 401(k)

  • KEOGH (HR-10)

  • SIMPLE IRA's


Taft-Hartley Plans


Individual Retirement Accounts*



  • Traditional IRA

  • Roth IRA

  • SEP (Simplified Employee Pension) IRA


OF SPECIAL NOTE:  WMA can customize an investment plan and act as a "fiduciary adviser" to plan sponsors thereby enabling qualification for liability exemptions under 404(c) and PTE (prohibited transaction exemption) as defined under the Pension Protection Act of 2006 and ERISA.

 


EMPLOYEE BENEFIT SOLUTIONS

 

Covering the full gamut of employee benefits, our services include but are not limited to:

 


  • Health Plans

  • High Deductible Health Plans

  • Group and Individual Life

  • Group and Individual Disability

  • Retirement Plans

  • Dental Plans

  • Vision Plans

  • Wellness Plans

  • Long Term Care Coverage

  • FSA's, HSA's & HRA's

  • Supplemental Voluntary Benefits



INDIVIDUAL SOLUTIONS


Investments*



  • Mutual Funds

  • Money Market

  • Stocks

  • Bonds

  • Municipal Bonds

  • Managed Accounts


INSURANCE



  • Life

  • Long Term Care

  • Disability


Financial Planning*



  • Retirement Planning

  • College Planning

  • Estate Planning


 


 *Securities and advisory services offered through SagePoint Financial, Inc.