Retirement North Carolina

1450 Raleigh Road Suite 205
Chapel Hill, NC 27517

(919) 913-0235

Retirement Plans Chapel Hill

At HCWRFS, our goal is to help our clients design and maintain world class retirement and executive benefits programs. We do this by using a consultative approach that helps our clients customize their programs to meet the needs of their employees. We take pride in becoming long-term business partners with our clients, and we are dedicated to exceeding their expectations at every opportunity.

Because some employees know a great deal about retirement plans and others may be less educated, we take the time to ask the right questions and uncover the needs and goals of your company. From there, we can help design the appropriate retirement plan for your business.

Our proprietary five step process helps companies compare and decide which type of plan is right for them and offers ongoing education and analysis for both the employer and employees.

To learn more about our proprietary five-step process and our consulting services please contact us at any time. We welcome the opportunity to work with you and your organization.

HCWRFS Chapel Hill

    Over the years we have helped our clients regarding many of the following areas:

  • 401(k) Plans
  • Buy Sell Agreements
  • Profits Sharing Plans
  • Key Person Life Insurance
  • 403(b) Plans
  • 162 Bonus Plans
  • 457 Plans
  • SEP
  • Money Purchase Plans
  • Defined Benefits Plans
  • 412(i) Plans
  • Roth 401(k)
  • 419 Plans
  • Safe Harbor 401(k)
  • Keogh Plans
  • Non-Qualified Plans
  • Owners 401(k)
  • 529 Plans
  • Deferred Compensation Plans
  • Age Weighted Profits Sharing Plans

financial services

  • 2023 Pension Plan Limits

financial services NC