Your Non-Profit Roadmap to Employee Benefits
A valuable employee benefits plan for non-profits requires an ability to ensure that the organization, along with every member of the team, is positioned for long-term success. Creativity, experience and enthusiasm are key in designing a total rewards package that allows you to shape a positive culture within your organization. At Mylestone, we take great care in developing custom benefits plans, in addition to providing a tailored, personalized experience to help ensure your employees are happy, healthy and fulfilled.
The first step is understanding your objectives and aligning them with a comprehensive plan that is right for your organization. We look at factors including goals, values, and mission.
What do you want to accomplish long-term for not only the organization, but the individual employees who dedicate their lives to your cause?
What are the main principles of your organization and how do these ethics and standards define how benefits are chosen and enacted?
What is your guiding philosophy and how can your benefits plan align with that incredibly important pursuit?
We then key in on the custom plan offerings that will fit with those objectives:
Traditional 403(b) & Roth 403(b) Retirement Plans
Traditional 401(k) & Roth 401(k) Retirement Plans
Profit Sharing Plans
Cash Balance Plans
SIMPLE IRA & SEP IRA Plans
Defined Benefit Pension Plans
Traditional & Roth IRA Rollover Programs
Long Term Care
Executive Deferred Compensation
457(b) & 457(f) Plans
Endowments & Foundations
Investment Policy Statements
Retirement Income Planning
Social Security Strategies
College Savings Planning
Estate & Tax Strategies
Custom Managed Portfolios
Lifetime Income Strategies
Alternative Investment Strategies
Options Strategies (*for accredited investors only)