How We Serve
Plan Level Support
How We Serve
Comprehensive Services
At The 457 Plan Service Group, we empower public employees across New York with expert plan administration services, whether or not we currently manage your plan. Our goal is to provide comprehensive guidance and support, helping you navigate your 457 retirement options and optimize your financial strategy for a secure future.
This is done through analyzing your pension, social security, investment options, tax strategy, and goals. If you are a plan administrator looking for support or service, please contact us.
Holistic approach
Receive customized financial advice to address unique needs and enhance your retirement readiness. This allows you to sit one-on-one and receive true support. 35+ years of experience with public service employees.
Pension Planning
Ensure a secure retirement by maximizing your pension benefits with tailored strategies to meet your long-term goals.
Retirement Planning
Achieve peace of mind with a structured retirement plan that aligns with your lifestyle, income needs, tax situation, and future aspirations.
Our Process: 01
Get to Know Us
A quick meeting to find out if working together makes sense. The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship.
We then share how we work with our clients on a plan level so you can leave this meeting knowing if we're the right fit.
- Share Your Goals
- One-on-One Meeting
- Deferred Compensation Plan Overview
Our Process: 02
Collaboration
Schedule complimentary group workshops & one-on-one meetings for your employees. This will be on a financial or deferred compensation topic that you request. This is so you truly understand how we serve our current entities.
- Workshops
- One-on-One Meetings
- Plan Review
Our Process: 03
Implementation
We serve those who serve us. We understand that life is busy. It's easy to let important tasks slip through the cracks, which is why we relentlessly follow up & implement our plan that we have created together. This includes ongoing support, minimizing administrative burdens, and following the plan we put together.
- Request For Proposal
- Formal Strategy
- Serving Those Who Serve Us