Executive Tax Benefits of Florida, Inc.

Spend time managing your business, not your plan.  We understand the importance of a quick and accurate response to your questions and concerns.  Therefore, our clients will be assigned an Administrator to assist them with all servicing needs.  That means when you call in with questions, a familiar voice will be there to assist.  Combine this personalized service with an impressive array of investment options from one of our preferred investment providers and you will have one great value from a firm with over two decades of retirement plan experience.

Our Services Include:

»  Consulting and Plan Design  -  We believe that an effective retirement plan is a well designed retirement plan.  One size does not fit all!  Our specialized consultants will work with you to help design a plan specifically for you and your employees.  As your company grows and changes, your retirement plans should keep pace.  Therefore, we will continue to provide effective consulting services to make sure that your retirement plan remains a perfect fit.

»  Education Services  -  Communication and education remain one of the most important factors in a successful retirement plan.  We understand that you do not have the time or the desire to personally communicate and educate employees.

»  Administrative and Compliance Services  -   All too often, employers are left to deal with the most technical areas of their corporate retirement plans by themselves.  Sound administration and compliance policies are more important now than ever before. 

Any new employee benefit program requires extensive planning and communication.  Executive Tax Benefits will coordinate this with you.  We provide communication material to explain the plan to your employees.  Our consultants will offer suggestions that should help your employees make informed benefit elections.  Plan highlights and a Summary Plan Description (SPD) are provided.  Most importantly, we handle the overall account of the plan, including administration of the reimbursement accounts, records of contributions, withdrawals, and utilization reports.