Investments

Employee Benefits

Overview

At Canon Capital Management Group Employee Benefits our comprehensive qualified retirement plan, cafeteria plan, and college savings plan services comprise all aspects of administration and asset management including:

• Plan Installation
• Participant Record Keeping
• Compliance Testing
• Investment Advisory & Education
• Government Forms Preparation

Our consultants custom tailor each program to best meet the employer-client's needs, while still providing a benefit appreciated by the employees:

1.   Retirement Plans

• SEP's
• SAR-SEP's (Pre-1997 plans are grandfathered)
• SIMPLE plans
• Profit Sharing Plans, including New-Comparability
• 401(k) Plans
• 403(b) Plans

2.   College Savings

• 529 Plans

3.   Cafeteria Plans

• Premium Only Plans
• Flexible Spending Accounts