Services for Businesses

Trubee Collins serves the needs of individuals, business owners, and corporations in establishing and maintaining effective retirement plans for themselves and their employees. We offer a comprehensive range of services, including:

  • Evaluating the best retirement plan for your needs SEP-IRAs, SIMPLE IRAs, Pension and Profit-Sharing Plans, 401(k) and 403(b) Plans, and Money-Purchase and Defined-Benefit Plans.
  • Helping you identify an appropriate investment choice and administrator.
  • Monitoring your plan to make sure that the components are performing optimally.
  • Working with your benefits staff to assist in complying with all ERISA fiduciary responsibility requirements.
  • Conducting periodic seminars for plan participants to help them make sound decisions.
  • Updating of plan documents to meet IRS requirements.
  • Lending Services

Please contact us today to find out how we can help.

Contact Us
Trubee, Collins & Co., Inc.
One M&T Plaza, Suite 1350
345 Main Street
Buffalo, NY 14203
Toll-Free:
Phone:
FAX:
800.836.4050
716.849.1401
716.849.0144
info@trubeecollins.com
© 2014 Trubee Collins & Co, Inc. All Rights Reserved. Member FINRA/SIPC Regulatory Information (including Business Continuity Plan)