Business
Services Overview
Retirement Plan Creation
and Administration
McKee Investment Planning provides the expertise
to create the retirement savings plan that meets the specific needs of the business
owners. Handling the creation, administration, testing and reporting
of 401 (k), Roth 401(k), Profit Sharing, Social Security Integrated Plans,
SEP IRAs, & SIMPLE retirement plans.
Working together with the business owner, MIP will identify the retirement plan that best fits the business and is best aligned with the goals of the owner. We integrate the plan creation, administration, and investments into one so that the business owner needs only one point of contact, making it an easy turn-key operation.
Employee Benefits
Communication - Financial Planning Workshops for Employees
Understanding the decisions with respect to the
benefit programs and plans for companies can be a daunting task
for employees. McKee Investment Planning hosts training sessions
with your employees to help them better understand the financial
planning process and how to incorporate their elective contribution
retirement plan into their life goals. Additional topics covered can include, life insurance, health insurance, disability insurance,
long term care insurance, college planning, retirement planning,
and budgeting.
Business Planning & Consulting
In today's fast-paced and competitive environment,
successful businesses must be dynamic in meeting their customer's
needs in the most efficient manner. MIP can provide P&L
analysis, combined with real-world perspectives to enhance profitability.
When the revenues don't correspond to the bottom-line, MIP pinpoints
the problems and provides a clear path of resolution.
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2002-2017 McKee Investment Planning, Inc. MIP |