When non-profits want to be known for providing great employee benefits, they turn to Mylestone Plans.
As advisors and advocates, we will guide you through the process of evaluating, selecting and implementing the most suitable solutions with the highest quality and lowest cost. Our professional guidance on fiduciary matters will help you remain compliant allowing to make important decisions with confidence. By providing you with the tools and expertise to maintain a modern and cost effective employee-benefit programs Mylestone will help your organization attract and retain the key employees you need to promote your mission while supporting their wellbeing.
Mylestone is here to help provide you with the highest level of service in the industry.
At Mylestone, we are uniquely committed to helping your employees prepare for a confident retirement.
Mylestone’s Retirement Plan program includes identifying the best retirement plan for your organization – but that’s just the start. From enrolling participants to helping them set financial goals, to coaching them in sound investing, we provide an unmatched level of active, ongoing support. Our guidance even extends beyond the retirement plan – to everything from educating younger employees on debt management and college savings to more sophisticated advice on investments and estate planning for more senior executives.
We research and help you implement industry-leading group plans for health insurance. We also specialize in designing group life, short- and long- term disability and long-term care insurance programs that best meets your needs and budget.
Most importantly, we navigate the maze of healthcare regulations to help you remain compliant.
We specialize in 457(b) and 457(f) deferred compensation plans, and in creating innovative supplemental executive retirement plans (SERPs) to help your executives generate tax-free retirement income.