401(k) & Other
Savings Plans

Anissa Kurtz
Vice President of Benefits Management
Keeping Promises Since 2016

GIVE ACCESS TO TAX-DEFERRED RETIREMENT & SAVINGS PLANS
Help your employees save for their future and support their families while taking advantage of the tax benefits of a range of tax-deferred savings account options, including:

401(k) Retirement Savings Accounts. Help employees save for their future by offering them a complete 401(k) solution. Employees can use pre-tax dollars to invest and see these assets grow, tax-deferred until their retirement. You can also add an optional employer match to enhance your overall benefits offering.

Flexible Spending Accounts (FSA). Help employees make the most of their healthcare and dependent care dollars while gaining tax advantages. The Medical FSA funds are easily accessed with an FSA-specific debit card.

Health Savings Accounts (HSA). Help employees in high-deductible health care plans cover their qualified health care costs using pre-tax dollars. The HSA funds are accessible with a HSA-specific debit card.

Education Savings Plans. Help employees fund the higher education expenses of a child, grandchild, niece, nephew or even themselves with pre-tax wage contributions to a John Hancock Freedom 529 College Savings Plan.

Joseph L. DiTorrice LUTCF, CLTCThe Affordable Care Act with all its changes and new regulations is a Health Insurance Broker’s nightmare. Extensis wakes you up from the nightmare and puts it all in perspective. Besides helping guide my customers through the ACA maze, Extensis has provided excellent customer service and has performed well as the “HR Back Office” for my clients. I consider my customers on what I call “Auto Pilot” with their payroll and benefits administration. Extensis has streamlined these tasks for my clients and has helped improve my reputation as their Broker. Joseph L. DiTorrice LUTCF, CLTC

Joseph L. DiTorrice LUTCF, CLTC

- Joseph L. DiTorrice LUTCF, CLTC

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Borden Perlman

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