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.