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Company Retirement and Benefits Plans

At Canella Financial Group, we help business owners in the Greater Pittsburgh Area design and develop qualified retirement and benefits programs. By providing an initial comprehensive analysis of any existing plans you may have, we strive to understand your level of satisfaction and analyze opportunities for improvement.

Through this process, we look at plan administration, employee education and communication, investment options, fund performance, record keeping, and plan fees. From here, we help you enhance your current offerings and reduce your liability surrounding 404-c requirements and the Department of Labor Interpretive Bulletin 96-1.

Retirement Plans

Many business owners want to offer their employees a retirement plan but aren’t sure how to implement one that is competitive and affordable. Our experienced technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom strategies to fit our clients' personal and business objectives. Covering the full spectrum of corporate retirement plan products, we help clients determine an appropriate strategies for their business, whether that is a 401(k), 403(b), SEP or SIMPLE IRA, a defined contribution plan. 

Employee Benefits

Providing an employee benefits package that includes quality, affordable healthcare coverage, and group life insurance continues to be one of the greatest challenges for today's employers. We use our experience in this field for work on delivering alternatives to our clients. We evaluate the structure of different benefits packages to seek the best pricing and advice on implementing such options as cafeteria plans that allow for employee cost-sharing through tax-deductible contributions.

Employee Education

We have developed an employee education program called Smart About Money (SAM) Financial Education with a Purpose. Through this program, we offer single topic and comprehensive educational workshops designed to help employees and organization members understand financial matters. Each workshop is designed to motivate individuals to identify areas to help improve upon their personal financial planning needs. Our line of topic-specific financial workshops allow employees and members to gain in-depth learning about key areas of personal finances, such as:

  • Investment Planning
  • Women & Investing
  • Retirement Income
  • Social Security
  • Long-Term Care
  • Estate Planning
  • Retirement Basics
  • College Planning
  • Financial Planning

We believe participants benefit from our workshops by obtaining valuable information to assist them in making more informed financial decisions, and help increase participation in benefits programs. Our goal is to deliver the highest quality financial education available. Beyond our workshops, we also offer personal support and assistance upon request. We work with you to help ensure that the correct information is provided regarding your specific benefits plans.