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DB Plans |
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Single Person Plans |
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Daily Valuation |
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Proposal Support |
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E & O Insurance |
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Plan Sponsor Web |
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Advisor Web |
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Plan Design |
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Compliance |
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Address: P.O. Box 22713
City: Long Beach
Home State: California
Business States: California
Zip Code: 90802
Website: www.windes.com
Plan Investments: Insurance Platform, Open Architecture, ETFs
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About Us:
We provide complete DB and DC design, documentation and administration services for employee benefit plans sponsored by small to medium sized owner-managed and not for profit businesses. We are part of a regional accounting firm but most of our clients are not accounting services clients. We do not represent any investment providers but work with a variety of investment platforms or plans with open architecture. |
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DC Plans |
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Daily Valuation |
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Advisor Web |
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Tax Reporting |
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DB Plans |
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Proposal Support |
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Plan Design |
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Enrollment Kits/Fact Sheet |
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Non-Qualified Plans |
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E & O Insurance |
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Online Statements |
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Plan Sponsor Newsletters |
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|
Single Person Plans |
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Plan Sponsor Web |
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Compliance |
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Sales Support/Enrollment Consultants |
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