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  • Service to Clients
  • Unbiased Counsel
  • Technical Competence


Service to Clients: The cornerstone of Levy & Associates is the high level of service our organization provides. We believe clear lines of communication between the client and the plan consultant are paramount in assuring that the retirement program operates smoothly and effectively.  We provide timely and accurate reports and administrative forms for the employer and plan participants.

Our goal is to minimize the amount of time the client must spend on plan operations.

Through strong cost controls we are able to provide these services at fees which are among the lowest in the area.

Unbiased Counsel: LEVY & ASSOCIATES operates independently of insurance companies, brokerage firms, banks, trust companies, legal or accounting firms. We work in cooperation with such organizations as directed by the client.

We act solely in the interest of our client on a wholly professional basis.

Technical Excellence: We provide professional counsel in the design, installation and administration of employee benefit programs. Drawing on our experience and continuing education we advise our clients as to innovations and changes in employee plans. Such consultations assure maximization of financial goals and employee appreciation.

With our technical skill and knowledge of plan operations we assist the client in maintaining the qualified status of the plan.

In addition to providing services to organizations that sponsor qualified plans we also serve as consultants directly to legal, tax and financial organizations.

 
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