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Broadx Finance
Broadx Finance

INFO :

Welcome Former Republic Bank customers! For important information, including our Transition Guides and steps to access your accounts: Read More.

RETIREMENT PLAN SERVICES

Simplify the administration of your retirement plan.

Offering retirement benefits for your employees doesn't need to be complicated. At Broadx Financial Advisors, we manage the retirement plan in-house, making it easy to choose, implement and maintain the right plan for you and your team. Because we don't outsource services, investment management, or record keeping, working with us is simpler. With a dedicated plan consultant, you'll be sure to get the one-on-one attention you deserve in order to make this important decision. 

  • Investment Management with a wide range of options
  • Feasibility and plan design consulting
  • Employee communication and investment education
  • Legal and compliance reporting
  • Complete account administration
  • Online resources
  • Customized plans
Areas Of Expertise
  • 401(k) & Simple 401(k)
  • IRA Plans
  • Simplified Employee Pension - SEP
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Money Purchase Plans

Read our retirement plan services newsletter

Our FOCUS Bulletin helps you stay up to date with industry changes, retirement plan insights, legislative changes, and more.

Connect with Us

Let us help you move your business forward by providing valuable benefits to your employees. Use our contact form or call us to connect with a retirement specialist.