Retirement planning solutions that work best for you and your employees.

The BHI 401k Retirement Plan team helps companies design, implement, and monitor their ideal retirement plan by working with top-tier providers to deliver the best in class retirement planning options.
B+H Insurance offers 401k retirement services to businesses in Delaware, Maryland, New Jersey, Pennsylvania and more.

Why Choose the BHI 401k Retirement Group?

Choosing which retirement planning solutions will work best for you and your employees is no easy feat. Our team helps companies design, implement, and monitor their ideal retirement plan. Our goal is to minimize management risk for the Plan Sponsor while helping them deliver the highest standard of retirement solutions to their participants.

Guidance for Both Sponsors and Participants: A Two-Fold Approach

Plan Sponsors
The BHI 401k Retirement Team works hand in hand with Plan Sponsors to educate them about their responsibilities, guide them through the steps to remain in legal compliance, and minimize their liability exposure by:

  • Creating your education policy statement.
  • Designing and analyzing your current plan and future goals.
  • Offering customized solutions that ensure costs and plan provider relationships are in check.
  • Ensuring your plan is compliant with the most up-to-date Department of Labor regulations.
  • Reducing your plan sponsor’s risk by walking you through the process and compliance documentation as well as benchmarking your plan against industry standards.
  • Continuing to help you select, monitor, and adjust your investment options as well as draft an investment policy statement for your unique plan.
  • Educating you about your options, work to build a smart retirement strategy for your business and begin designing the implementation plan.

Plan Participants
For over nineteen years, the members on our team have been collaborating with businesses of all varieties and sizes to design, implement, and monitor successful retirement plans. We have found that education is key in running a successful plan for employees and therefore partner with plan sponsors to provide that critical component by:

  • Teaching your participants how to monitor their progress, decide on deferral amount, and show them how goal setting can help them better prepare for retirement.
  • Educating participants on the investment choices to ensure they have the knowledge to create and maintain an appropriate portfolio and encourage them to be disciplined and prudent in their investment choices.
  • Providing your participants resources from the BHI 401k Retirement Plan team, third-party educational material, provider material, as well as original articles written and provided by our firm.

Providers

We work with top-tier providers to deliver the best in class retirement planning options available. We vet each and every one of these providers upfront and review their programs annually to ensure success over the life of the plan. Existing clients can use the appropriate link below for access to their account, or select Contact Us and a Blue Rock representative will contact you directly.

DISCLAIMER/DISCLOSURE
“BHI is an insurance company offering insurance products and services that are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
Insurance products and services are NOT offered or sold through RiversEdge Advisors, LLC dba Blue Rock RiversEdge (“Blue Rock RiversEdge”) but are offered and sold through individually licensed and appointed agents in various jurisdictions.”