SetAway, LLC Retirement Plan Design, Administration & Consulting

About

At SetAway, we're simplifying the complexity of retirement plans. Our carefully chosen a team that is proactive and knowledgeable. We're willing to share our expertise in the retirement planning field while providing leading-edge technology. Dedicated to providing both advisors and plan sponsors the tools and resources necessary to offer the best retirement plan services for you and your employees.

With decades of experience, our team provides valuable retirement plan design and administration, as well as offering ongoing evaluation to maintain compliance with the latest regulations. Whether you employ a couple of people or you are a large firm, we provide the personalized service of a company that is small enough to give every plan the attention it deserves and local enough to provide that in-person service that will make you feel valued.

Third Party Administration
SetAway is dedicated to helping employers simplify the complexity of sponsoring a qualified retirement plan. Our mission is to help you untangle the network of regulations and develop a streamline process to keep your plan running smoothly throughout the year.

Plan Design
Using a consultative approach, SetAway offers a plan design tailored to meet the specific retirement goals of the owner while considering the savings needs of the employees and budget needs of the sponsoring employer. Our expert plan designers will help navigate you through the process of designing and implementing your retirement plan.

Consulting Services
From streamlining processes, correcting plan errors, or to developing solutions for out of the box problems we are here to help. At SetAway, we can partner with you for individual projects beyond standard Third Party Administration services.

Additional SetAway Services Include:
Cash Balance Plans
3(16) Services
Mergers and Acquisitions

SetAway, LLC
5 Bedford Farms
Suite 105
Bedford, NH 03110

P: (603) 471-3369
E: info@setawayllc.com
W: http://www.setawayllc.com

Keywords

401k design, plan design, cash balance plan, trustee services, 3 plans, consulting, fiduciary compliance, regulation, retirement plan design, retirement planning, entrepreneur, mergers, aquisitions, 3rd party plan administration, compliance, financial services, investment, advisors, m, a, fiduciary

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