Barbara Bledsoe Email & Phone Number

I am a Retirement Plan Consultant who provides retirement solutions for Northern California and San Diego businesses.Who do I help?• Businesses - From startups to large corporations: By implementing a customized plan design, I help companies, recruit, retain and reward their employees and help owners significantly reduce their taxes while hyper-funding their retirement plans. • Financial Advisors, CPAs, CFOs, P&C and Health Insurance Broker firms: I make their lives a little easier by providing resources to grow their business and by partnering with them to serve our mutual and prospective clients.How do I help?I take a consultative approach, learning about a company’s current employee demographics, tax objectives and the owner’s goals. Once I have that information, I work with my Nova 401(k) Administration team to design and implement a qualified retirement plan; making sure to keep up with annual compliance and administrative needs. If the company already has a plan in place, we can help analyze the current design and compare the services, fees and investments to other leading options in the marketplace making sure the company has the best solution.Specialties: Advisor Support, Sales, Marketing, Corporate Retirement Plans, 401(k), MEP 401(k), Cash Balance, Solo 401(k), Defined Contribution, Defined Benefit, 3(16), Payroll Integration.

Listed skills include Employee Benefits, Strategy, Start Ups, Management, and 31 others.