Associated Benefit Consultants is a financial consulting firm with dedicated offerings in the Social Services industry, focusing on improving the financial well-being of nonprofit organizations, community service providers, and their employees. The firm specializes in customized retirement planning and employee benefits for organizations whose mission centers on supporting vulnerable and underserved populations. They work closely with social service nonprofits to develop affordable and sustainable 401(k) and 403(b) retirement plans tailored to the unique needs of limited-budget institutions.

What sets Associated Benefit Consultants apart is their personalized approach to guiding mission-driven organizations through the complexities of fiduciary responsibility and regulatory compliance. Their consultants provide educational resources, training sessions, and one-on-one support to both administrators and employees, empowering social service staff to make informed financial decisions. With a deep understanding of the financial constraints often faced by the social services sector, they design benefit packages that help organizations attract and retain dedicated staff.

By aligning financial strategies with social impact goals, Associated Benefit Consultants enhances the capacity of these organizations to serve their communities more effectively.

Key Services:

– Retirement plan consulting (401(k), 403(b)) for nonprofit and social service organizations
– Fiduciary guidance and regulatory compliance support
– Employee education and financial wellness programs
– Customized employee benefit solutions tailored for social services sectors
– Plan fee benchmarking and cost reduction strategies
– Integration support with payroll and HR systems
– Ongoing plan administration and participant communication