Synergy Investment Group, LLC
                            130 Buckwheat Dr.
                           Gibsonia, PA 15044
                            724-615-9177

                                Securities and advisory services are offered through Synergy Investment Group, LLC.
                              Member FINRA, SIPC.


                                               

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GROUP BENEFITS

401K PLANS

How does your 401K plan measure up? In this time of increased scrutiny and the employer’s role as fiduciary, it is important to compare plans and all the fees and benefits.  We provide a choice of well-known plan sponsors, and then partner with you to implement the most suitable plan, maintain ongoing employee education, and keep your employees informed.  

QUALIFIED/NON-QUALIFIED PLANS







Contact us to learn more about how we can partner with you to maximize your group benefits.

GROUP LIFE/DISABILITY PLANS

Navigating your way through available group life and disability plans can be time-consuming.  We do all the comparisons for you to help you design the group life and disability benefits best suited to take care of your employees in the event of the unforeseen.

Whether you want to start or update a specific group benefit plan, or design a new menu of benefit options for your employees, we will work closely with your staff person or human resource department to review your specific needs, present a comparison of available plans, and make recomendations based on your company's needs.

Contact Us for information or an appointment. Or call toll free at 866-862-1181.

Here are some of our quality plan sponsors:

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Many companies may benefit from the use of other qualified- and non-qualified plans given their size, number of employees and ownership interest details.  We take the time to help you identity your company's goals.  We then analyze and compare plans based on our findings, and make recommendations.
This page was last updated: October 31, 2011