Employees

Reduce your current income tax.

Have tax-free income at retirement.

Maximize your paycheck.

Maximize your state retirement plan.

We have specialized in retirement plans for employees of public schools and non-profit organizations since 1975.  This is our largest marketplace.  We currently have clients in payroll deduction plans with qualified organizations throughout Iowa and South Dakota.  We design, enroll and service payroll deduction retirement plans for schools, hospitals, nursing homes and other organizations.  Allen Knox Associates is recognized as an Educational Resource as we provide information on financial topics to administrators and employees in our service area.  Our associates are well-trained in all aspects of the IRS code regarding these special tax-sheltered plans.  It is this expertise combined with the mission to be an Educational Resource working from the client’s side of the table that has established Allen Knox Associates as a leader in the TSA marketplace.  We do not offer tax advice.  Contact your tax advisor for your specific situation.  Allen Knox Associates is an independent top-producing agency for several large insurance and investment companies.  As an independent agency, we can provide the investment solutions that best fit the client’s needs.  Call Allen Knox Associates today regarding any of the topics listed above or to request your no-obligation TSA Services Notebook containing the tools you need to maximize your paycheck, reduce your income tax and help maximize your retirement income.


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. References from administrators in your area are available. 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 them achieve their goals 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 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.

Business Managers and Payroll Administrators

Our 403(b) and other retirement plan administration is designed to ease your work. If you are writing more than one check each month for employee contributions to a 403(b) or other retirement plans investment companies, call us today. Our NO-COST common remitter service is the answer to this time-consuming and costly task. References from school and non-profit organization business managers are available. If you are handling enrollment of employees in retirement plans or fielding questions from employees about their retirement plans, call us today. We offer annual or semi-annual review meetings on a group or individual basis and we can provide an on-site representative once each month to enroll new employees and answer employee questions about the retirement plan. If you have to make changes to a printed statement each month for retirement plan remittances, call us today. We offer an on-line service so that you can make changes in a matter of minutes, with immediate verification to reduce time, costs and frustrations. We work from your side of the table so that administration of retirement plans is not a burden to you or your staff.
And, we do it without any fees or expenses to your organization. Call us today!