Broker Check

Business Solutions

Customized Retirement Plan Solutions

Let TFA-Temecula assist your business in tailoring a retirement plan that best fits your needs.   Regardless of the size of your business, we have an appropriate solution including:

  • Defined Contribution (401(k)) Plans
  • Defined Benefit (Pension) / Cash Balance Plans
  • Multiple Employer Plans
  • Solo 401(k), SIMPLE, SEP, and Keough Plans

What are Voluntary Benefits?

Voluntary benefits are supplemental insurance policies that offer financial benefits to employees and their families in case of death, a serious health event, an accident or other covered circumstances that can throw saving and retirement plans off-track. Offered through employers, unions or approved trade associations, they’re typically paid through payroll deduction.

Have a Question

Thank you! Oops!