Retirement Plan for SouthEastern members

A  retirement plan program for members of the SouthEastern Association offered through Tax Favored Benefits, Inc.  TFB specializes in Pension, Profit Sharing, 401(k) and Employee Benefits Programs.

Advantages...for Members of the Association

Why Offer a Tax Favored Retirement Plan?

Plan Types are Arrows in Our Quiver...To Target Your Plan Needs

Why is Proper Plan Design So Important?

What can Tax Favored Benefits do for you?

If I Currently have a Retirement Plan, What Questions Should I Be Asking?

Who is Tax Favored Benefits?

Tax Favored Benefits, Inc. is a full service employee benefits firm specializing in pension, profit sharing, 401(k), and deferred compensation plans.  We build client relationships by providing high quality service and excellent funding options and now boast more than 700 corporate clients in over 20 states. 

Tax Favored Benefits, Inc. is organized to provide retirement services and products in today’s financial environment.  We work with your other professional advisors to evaluate the complex issues surrounding retirement plan benefits and work to design a retirement plan program which most effectively meets your goals. 

To these tasks, we bring personnel, many with over 30 years in the retirement plan benefits arena, and with such varied designations and degrees as Juris Doctor, Chartered Life Underwriter, Enrolled Actuary, Chartered Financial Consultant, MBA, Certified Employee Benefit Specialist, and Life Underwriter Training Counsel Fellow. 

We combine these services with funding from many highly respected investment management companies, giving our clients the best of both worlds:  great administration service coupled with excellent investment options. 

Call the Association Office at 800-727-1530 for more information.


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This page revised 11/04/10