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Retirement Solutions


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Estate and Pension Advisory Board

www.epabinc.com

We Make Retirement Our Business
Our Commitment to Quality
• Consultative approach to retirement plan design and administration
• Offering all plan types: (for any business type or size)
defined benefit profit sharing/new comparability
cash balance cross tested plans
401(k) money purchase
• Specializing in addressing our clients unique needs
• We do not sell investments but work in partnership with financial advisors and investment recordkeepers giving us independence, flexibility and objectivity
• Our creative owners are the core of our consulting staff that meets with clients and their advisors to review business goals, regulatory environment and the viability of existing and new benefit plans
• Implementation of mutually agreed upon recommendations – plan design and document
• Excellent administrative services to support the plan’s operation in compliance with current legislation
Experienced Staff:
• Staff – average experience of 20 to 30 years with various professional designations
• Actuarial department: Led by our consulting actuary whose primary responsibility focuses on creative plan design, administration and studies for defined benefit, cash balance and combination defined benefit and defined contribution plans

1415 Rt 70 East, Suite 601
Cherry Hill Plaza
Cherry Hill, NJ 08034

856-857-6100
Fax: 856-620-6101
Email: mmoran@epabinc.com

  • Retirement Solutions

Profile

HFM Investment Advisors, LLC

www.hfmadvisors.com

HFM Investment Advisors is an independent, fee-based investment management and financial planning firm that empowers clients through coaching and discipline to reach a higher level of investing peace of mind. On the employer retirement plan side we use our R.I.C.H.401k Process to protect plan sponsors, improve participant outcomes, and unify their service team. Our guiding principle is to keep clients educated, involved and confident in every financial decision they make. We are also committed to giving back to the community in which we serve. Every fall since 2010, we've conducted a coat drive for the less fortunate members of Gloucester County. To date, the drive has collected over 12,000 coats working with more than 30 businesses throughout the county that sponsor collection boxes.

209 Rowan Blvd
Glassboro, NJ 08028

856-232-2270
Email: jgabrieli@hfmadvisors.com

  • Retirement Solutions
  • Financial Consultants/Planners

Profile

Innovative Benefit Planning, LLC.

www.ibpllc.com

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity.  Our people, experience, and sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

101 A Foster Road
Moorestown, NJ 08057

856-242-3330
Fax: 856-242-3333
Email: info@ibpllc.com

  • Benefits Consultant
  • Financial Consultants/Planners
  • Insurance
  • Human Resource Outsourcing
  • Retirement Solutions

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