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Corporate Services Coastal Financial Planning serves the needs of corporate clients. 401(k), 403(b) Plan Analysis Coastal
Financial Planning can help corporations fulfill their fiduciary responsibilities
by explaining to employees the benefits of participating in the company
sponsored defined contribution plans. We also explain investment options
in an easy to understand format. Services extend to other retirement
plans.Corporate downsizing It is always
unfortunate when an organization has no alternative but to downsize
its workforce. We aid the employer by explaining to employees their
options with 401(k)’s and other retirement vehicles in terms of rollovers,
keeping their existing plan intact, ERISA protection, as well as the
taxable ramifications of cashing out plans.Stock Options Many employees do
not know the differences between ISO and NQSO’s. They don’t understand
when to strike or sell an option or the different tax treatments of
options. We explain options to employees in simple to understand terms,
using actual examples to initiate the awareness process.On-site training Every firm
has different needs. Whether it’s financial education, cash-flow analysis
or an introduction to basic financial planning, we can customize individual
programs to suit your organization’s goals.Please call (401) 727-8151 for more information or email us. |
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