SetAway, LLC Retirement Plan Design, Administration & Consulting

SetAway, LLC Retirement Plan Design, Administration & Consulting

Financial Services Bedford, New Hampshire, United States 21 employees
Employees
21
Contacts
2
Emails
2
Phones
1

SetAway, LLC Retirement Plan Design, Administration & Consulting Overview

Headquarters
Bedford, New Hampshire, United States
Website
setawayllc.com
Industry
Financial Services
Employees
21
Founded
2014
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SetAway, LLC Retirement Plan Design, Administration & Consulting

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

SetAway, LLC Retirement Plan Design, Administration & Consulting Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

SetAway, LLC Retirement Plan Design, Administration & Consulting Org Chart

Sample employees and titles
Name Title Contact
Bethany Gordon Retirement Plan Professional
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Trish Kondur Director of Retirement Services
Email Phone
J. Wayne Braun, Erpa, Cpc Director of Actuarial Services
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Kimberly St. Pierre, Apa Founder at Setaway, Llc
Email

Employees by Management Level

Individual contributor 4 profiles
Director 2 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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