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.
Once calling, you will speak directly to an administrator who will get your information and answer any and all of your questions.
Our staff will take your information and go to work, helping you find the perfect plan to fit your needs.
Our talented team will implement your new plan and provide ongoing plan support and guidance