To have a 401(k) specialist contact you, submit your information below or call (305) 931-3200.




Would you like to receive our newsletter?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 
 

The Frye Financial Advantage

While other financial planners, brokers or insurance agents can sell qualified retirement plans, most do not have the expertise or support in place to offer the comprehensive servicing Frye Financial Center has been providing our corporate and non-profit pension plan clients for over 30 years.

Design of corporate retirement/401(k) plans, 403 (b) plans and Deferred Compensation Programs

Every organization has specific needs. Whether you are:

  • A sponsor of a small start-up plan and want to maximize tax advantaged investment opportunities for owners or top-level employees;
  • A mid-size firm wishing to structure a high quality 401(k) platform delivering maximum benefits to your employees;
  • A large organization wanting to engineer a plan best suited to your company’s particular needs and corporate strategy while minimizing the costs to your organization.

Our team has the experience to work with you toward making your plan successful and avoiding plan-related risk.

To learn more about your options and our plan design and servicing, click on one of the following links:

  2015 Retirement plan comparison chart PDF
  2015 Retirement plan contribution limits PDF
  Important Plan Activity Dates PDF
  401k/Pension Plan Services power point
  Fiduciary Responsibility, Consulting Services power point
  Deferred Compensation Programs/Rabbi Trusts power point
  Top employee benefits PDF

Consulting Services

Our Fiduciary Support
As a retirement plan sponsor and fiduciary, you are obligated to manage risk in compliance with the law, while providing cost-effective, financially sound retirement plans. Frye Financial Center can guide you and help you ensure fulfillment of these responsibilities.

The Employee Retirement Security Act of 1974 (ERISA) defines four basic duties that a fiduciary must carry out to be in compliance:

  • Exclusive benefit rule
  • Prudent man/expert rule
  • Investment diversification
  • Compliance of the plan document

We specialize in assisting clients manage the burden of understanding these complicated requirements. Whether you are a human resources officer, plan fiduciary, CFO, professional or business owner, you can rely on us to provide the expertise, programs and services you need to meet your fiduciary responsibilities.

Frye Financial Center’s role as consultants

Provider Review/Plan Audit
We help you weigh and prioritize retirement program features and benchmark your provider.
Plan Design
We assist in reviewing your current plan design and can offer suggestions on how to potentially maximize your plan’s benefits.
Investment Consulting
We offer qualitative and quantitative reviews of investments using a documented process to reduce fiduciary liability.
Employee Education
We develop a customized strategic education program for your employees.

Learn more about our pension plan and fiduciary responsibility consulting services

IRA Rollovers

Frye Financial Center has in-house IRA specialists to ease the transition from your previous employer’s retirement plan to a Rollover IRA.  Every plan, whether it’s a 401(k), Profit Sharing, 403(b), etc, has its own rules and procedures and trying to understand them all can be time consuming; ultimately confusing you and needlessly reducing your retirement savings.

At Frye Financial Center, we understand that a flawed rollover and distribution strategy or execution can be extremely costly in terms of taxes and penalties to your hard-earned retirement assets. We offer you excellent customer service, investment education and guidance. 

Benefits of choosing Frye Financial Center for your IRA Rollover:

  • Complimentary consultation with an IRA specialist
  • Minimal paperwork and tax avoidance strategies        
  • More investment choices to address your needs
  • Asset allocation guidance and monitoring

For more information on rollover retirement plan options, please review our Retirement Plan portability chart.

Retirement Plan Portability Chart
PDF

 

 

"Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC"
 
20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY