401(k), 403(b) & Other Retirement Plans

JT Stratford, LLC provides sophisticated retirement programs for the corporate, professional and governmental markets. We specialize in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, and profit sharing arrangements.

JT Stratford, LLC can act as an independent investment manager under ERISA(3)(38) that specifically accept its fiduciary status and discretion – in writing. Under this delegation, you, the plan sponsor, will not be under any obligation to invest or manage any assets of the plan that the investment manager is responsible for investing.

 

Click on the icon below to learn more about our 401(k), 403(b) and Other Retirement Plans.

Employer Benefit Plans

From insurance to flexible spending accounts, and everything in between, our process for finding the best product offerings at the best pricing available is multi-faceted, and it begins with an in-depth discussion of the employer’s needs.

We become your strategic partner through the process of searching for, and administering, an effective, high-quality benefits program.

Our expertise is manifested in our ability to solve complex problems, and provide solutions that are both beneficial to the employer and employee.

 

 

Click on the icon below to learn more about our Employer Benefit Plans.

My Easy Plan

With "My Easy Plan," JT Stratford's digital financial planning solution, participants will always be one click away from their personalized financial plan. 

It only takes a few minutes to add accounts, such as bank accounts, credit cards, brokerage accounts, insurance policies, and even real estate. Plus, participants can add legal documents like wills and estate planning forms to protect those they love most.  

With "My Easy Plan," participants will be able to establish goals and gain a better understanding of their overall financial picture.

 

Click on the icon below to learn more about My Easy Plan.

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