How Does Kades-Margolis Serve Employers?

Kades-Margolis offers a broad range of products and services to employers, many of which offer tax savings to employers and their employees.

These services include:

  • Distributing leading retirement products
  • Delivering investment and educational programs to corporate, governmental and nonprofit organizations
  • Providing enrollment and ongoing plan sponsor and individual support

Through our Employer Plans Division, we assist plan sponsors in selecting the right plans to meet company needs and budget requirements. We offer a comprehensive enrollment program that encourages employee participation through plan knowledge and understanding.


403(b) Plan Consulting Services

Through our 403(b) Plan Consulting Services, Kades-Margolis offers access to a nationally recognized 403(b) Third-Party Administrator at no cost to the employer. We provide assistance with 403(b) Plan set-up, and ongoing service and support for the plan. We also offer education to employees about the 403(b) plan and the benefits of participation.

Kades-Margolis also works with plan administrators and attorneys (or those professionals currently working with the employer) to assist in delivering complete plan service.


Act 93 Compensation Agreement Ideas

Our Employer Plans Division will discuss ways Superintendents, Executive Directors, Business Officials, Human Resources Directors, Act 93 Administration and other administrators can improve their compensation packages.


Financial Education Workshops

Our various educational workshops provide employees with investment and financial information. These workshops result in increased participation levels, an enhanced appreciation of the employer sponsored retirement plan, and maximum deferral amounts.