Corporate Services

Coastal Financial Planning, Inc. serves the needs of corporate clients. We serve the following functions for any size corporation:

401(k) Plan Analysis and Implementation

We are ERISA compliant and can work with your Human Resource Director to insure that all new legislation regarding defined contribution plans are adopted to conform with the ever changes section codes. Fees are based on the asset value of each plan.

Coastal Financial Planning, Inc. can help corporations fulfill their fiduciary responsibilities by explaining to employees the benefits of participating in the company sponsored defined contribution plans. We also explain investment options in an easy to understand format. Services extend to other retirement plans.

Corporate Downsizing

It is always unfortunate when an organization has no alternative but to downsize its workforce. We aid the employer by explaining to employees their options with 401(k)'s and other retirement vehicles in terms of rollovers, keeping their existing plan intact, ERISA protection, as well as the taxable ramifications of cashing out plans.

On-Site Training

Every firm has different needs. Whether it's financial education, cash-flow analysis or an introduction to basic financial planning, we can customize individual programs to suit your organization's goals.