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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Bethany Gordon | Retirement Plan Professional | Greater Boston, United States |
View
|
| Trish Kondur | Director of Retirement Services | Commerce City, Colorado, United States |
Email
Phone
|
| J. Wayne Braun, Erpa, Cpc | Director of Actuarial Services | Greater Burlington Area, United States |
View
|
| Kimberly St. Pierre, Apa | Founder at Setaway, Llc | Bedford, New Hampshire, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Director
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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