(Newswire.net — April 22, 2015) Marshfield, MA — Revzon Consulting Group, LLC of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has announced their new EZ B Plan ™, a low-cost 403(b) plan for small non-profit organizations and municipalities.
The EZ B Plan is a full-service, one-stop 403(b) for 501(c)(3) tax-exempt organizations with two or more employees, churches and public schools. It is also attractive to employers with existing plans looking to lower their out-of-pocket costs but not sacrifice on services and fund quality.
Organizations may build the plan’s fund menu from any retirement shares offered by over 100 fund families. Key features of the EZ B Plan include professional compliance services (document preparation, employee census review, distribution reviews and 5500 filing), proactive reporting, financial advisor guidance, simplified administration, and comprehensive web capability. The EZ B Plan is ERISA compliant.
“The EZ B Plan provides high quality, affordable and efficient 403(b) Plan administration tailored to the non-profit organization’s most valuable asset – their employees,” explained Ron Casimiro, Vice President, EZ B Plan Sales at Revzon Consulting Group, LLC.
Organizations interested in learning more about the EZ B Plan may contact Ron Casimiro at (877) 254-7085 or email him at Ron@revzonconsulting.com. For more details, visit www.ezbplan.com.
EZ B Plan ™ is a product developed and sponsored by Revzon Consulting Group, LLC, 465 Furnace Street, Suite 6, Marshfield, MA 02050. Aspire Financial Services, LLC provides the recordkeeping and related administration under contract with Revzon Consulting Group, LLC. Matrix Clearing and Settlement Services along with MG Trust, both subsidiaries of Broadridge Financial Solutions, Inc. provide the execution and settlement of the plan level mutual fund trades and holding the mutual fund shares on behalf of the respective 401k plan trust. Financial advisors through their respective broker dealers provide the plan investment guidance and educational services to employees. Certain third party RIA firms are available to provide 3(21) or 3(38) services on an optional basis.
About Revzon Consulting Group, LLC
Revzon Consulting Group, LLC is a multi-faceted firm focused on fulfilling the needs of the trust industry. Revzon Consulting provides financial service firms such as banks, trust companies, law firms, and investment advisors with a wide range of solutions to help meet business goals. Founded in 1997 by Les Revzon, Revzon Consulting has provided project management, retirement plan, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance services to dozens of clients in the U.S. and Canada.