Festive Finances! With some planning and creativity, the holiday season can be more affordable and meaningful. We’ve compiled some practical tips to help employees navigate their holiday spending, so they can stay within a budget, reduce stress and fully enjoy this special time of year.
Share this employee education piece, “Festive Finances” with your workforce to help them discover new ways to bring joy and warmth to their holiday season!
About Your Buffalo Area TPA
Northeast Benefit Services provides third party administrative services to employer sponsored retirement plans throughout Western New York. We believe strongly in the need for employers to use independent LOCAL third party administrators and work closely with your accountants and financial advisors to ensure that the plan provides the benefits you and your employees need.
- 401(k) Plan Administration
- Annual 5500 Filings
- Custom Plan Design
- Non-Discrimination Testing
- Plan Audit Consultations
- DOL and IRS Corrections
- Plan Documents and more!
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd. Suite 31
West Seneca, NY 14224
716.674.7200
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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