Allen Knox Associates
107 W. Elm St.
West Union, IA 52175
(563) 422-5338
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  Non-Profit Organizations
 
 


Employees
Administrators
Business Managers and Payroll Administrators


Administrators

Help employees save dollars before tax.

Increase benefits for administrators.


Reduce retirement plan administration costs.


Be certain your plan meets the new IRS rules.


Install a complete Turn-Key Retirement Plan.


*We understand that you want to offer excellent benefits to your employees and do so within the budget limitations of your business. We also understand that you have other things to do than manage a retirement plan benefit for your employees. For these reasons, we work with you to design, install and administer the tax-qualified retirement plan that is best for your organization, your employees and yourself. We offer group meetings, group or individual enrollments, complete TURN-KEY PLANS so that you or your staff do not have to become retirement plan administrators, and on-site service on a monthly basis to assure employee satisfaction with the fringe benefit being offered to them. Our plans can include employer contributions or can be employee contributions only plans. We offer a NO-FEE and NO SERVICE CHARGE administration package that is very unique in our industry. Call or email us today!

Employees deserve the best. Many of the people who work in your organization have demonstrated a special dedication. They give of themselves each day with a higher purpose in mind, often while placing their own ambitions on the back burner. It's important that they be rewarded for their efforts. One of the greatest rewards is to help them achieve financial security. By setting up a solid workplace retirement plan, you offer an attractive and valued benefit for the dedicated people who help make your organization successful. Employees frequently cite a company-sponsored retirement plan as a key benefit, ranking higher than salary or other benefits. A successful group retirement plan helps attract and retain high-quality employees; allows employees to save for retirement while reducing current income taxes; provides ample diversification of investment choices for all types of employees; allows employees to participate in building a retirement plan to help achieve dreams; and is flexible in features and benefits to match individual employee's goals and needs.

IRS Compliance & Turn-key plan operation. A benefit as important as retirement should not only provide a diversity of investment options, but should have the features and flexibility to work within your organization. We take the time to understand the needs and goals of your organization and employees to develop a plan that fits your collective needs. Our knowledge and experience with a broad range of groups and plans help ensure the plan is designed with the features and benefits that are right for your organization. We're focused on helping your organization and employees make the most of their retirement plan benefit.

You can offer a retirement plan for your employees that does not cost your organization any fees or expenses. If you determine that you want to make contributions for your employees, you can do so on a matching basis, rewarding those employees who decide to save a portion of their paycheck. Or, you can offer a retirement plan that gives employees the opportunity to save money before-tax on a payroll deduction basis without any employer contributions. Allen Knox Associates has designed and enrolled plans in many non-profit organizations and the administrators tell us that the employee satisfaction with the plans is very high and that it has helped them to attract and retain employees. We offer annual or semi-annual on-site reviews with your employee group or on an individual basis, making sure that your retirement plan is understood to be a very important fringe benefit. We can be available on-site monthly to answer employee questions and handle enrollments and other plan paperwork, freeing your human resources people for other tasks. And, your business manager will appreciate the ability to make billing changes on-line, freeing up valuable time from paperwork.

Call 800-434-2199 or contact us TODAY so we can visit about a plan that will be a significant fringe benefit for your employees and that is cost-efficient and can be contained.

 


Advisory services and securities offered through Lincoln Investment Planning Inc.,
Registered Investment Advisor, Broker/Dealer, Member FINRA & SIPC
Supervising Office: 8230 Montgomery Road, Suite 150, Cincinnati, OH 45236. (888) 484-5652
Lincoln Investment Planning, Inc. and Allen Knox Associates are independently owned
and each is responsible for its own business.