Word of Mouth
New York's Verge Promotional Marketing, specializes in helping businesses make lasting impressions on their clients. They have collaborated with great companies such as Mercedes Benz, Weight Watchers as well as the NFL.
Verge Promotional Marketing along with their current Financial Advisor approached Side By Side Financials looking for a third party administrator that can assist in creating a plan design that would give the trustees the flexibility to be able to decide whether or not to make contributions for their employees. The trustees also needed an administrator that would be able to be aware of the market place; keeping them informed of the constant changes in regulations and requirements. Side By Side Financials, was able to meet these necessities as well as surpassing their expectations.
"Ricky and his team at Side by Side are always on top of our account and keeping
an eye on the changing market. They have always been professional and easy to work with. I love that I can rely on them to stay on top of things and keep me informed of any changes that need to occur. They are a pleasure to work with."
- Hayley Byer - Trustee
Express Postal Options International (XPO), a USPS Qualified Wholesaler, is an innovative International & Domestic Mailing Services Organization. XPO has consistently been an industry leader, working with their clients to create solutions that are customized to their clients every need.
The trustees of XPO decided in 2008 that they finally needed to tackle the thousands of laws in implementing and maintaining a qualified retirement plan. SBSF's implemented plan design not only benefitted the company's partners, but also benefitted each of their employees as well. By ensuring that the partners and trustees could spend their time doing what they needed to, we allowed them to focus on THEIR business and THEIR clients' needs.
"We have been very happy with the services of Side By Side Financials. We set up our
401K last year and they were helpful in every step of the process. They made it easy
and were always available to answer questions. The follow thru and customer service
are excellent. I would highly recommend their services".
Manhattan Orthopedic & Sports Medicine Group, PC is one of New York City's premier orthopedic practices offering comprehensive orthopedic and rehabilitation care that has been personalized to each of their patients.
With the various new laws that were implemented by the Pension Protection Act, Manhattan Orthopedic & Sports Medicine Group, PC realized that their Trustee Directed Profit Sharing Plan left the trustees of the plan open to un-necessary fiduciary responsibilities. The trustees also realized that they were not receiving the type of service that they gave to their own patients. Side By Side Financials, designed a New Comparability 401(k) and Profit Sharing plan; allowing the participants to have a greater discretion in their retirement benefits while ensuring that the benefits due to the trustees were not reduced."After being with the same third party administrator for over 15 years we felt that we were not being treated with the personal care that we wanted, especially during these hard economic time. After an exhausting search the partners unanimously chose to put their faith in Side by Side Financials. They made us feel like they cared about our futures. After a seamingless transfer of all our accounts, we are more than pleased with the outcome. We wish we did this years ago!"
-Marlo Baskt - Office Manager