Institutional

For businesses of any size we provide a no-cost analysis of your current 401(k) or pension plan.  Our goal is to help uncover hidden fees and plan inefficiencies that can lead to poor performance. We aim to provide a reduction in plan fees, providing a financial planning portal allowing your employees to aggregate outside accounts, identifying their financial position.  Samra Wealth Management can assist with 401(k) transfer, as well as guidance on start-up plans.

Contact us today to learn more about modernizing your current business retirement plan.  At Samra Wealth Management we customize your investment selection to suit your business and your employees. We work with Traditional 401(k), 401(a), 403(b), 457 plans,  Roth 401(k)'s, profit sharing and Defined Benefit/Cash balance Plans. Strategies that allow you to contribute up to $417,100 per individual, per year.   3(38) or 3(21) available.

Rewards key employees in a discretionary manner without creating a tax burden.  At Samra Wealth Management we provide an easy to implement and maintain strategy.

Premiums are immediately tax-deductible and the employer is not obligated to make premium payments.

This strategy can be used by small business owners and serial entrepreneurs in alleviating a tax burden.

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Businesses can help employees protect their incomes and rebuild their lives after an unexpected event or illness. Allow us to help you provide reassurances to your employees and their loved ones. 

 

An employee stock ownership plan is a qualified defined contribution retirement plan that is invested primarily in the common stock of the sponsoring company. It is unique among retirement plans in that it can borrow money. This allows the ESOP to be a flexible succession strategy for a business owner who, is looking to sell all or part of their business. Tax-advantaged way to transition ownership, while improving productivity, employee satisfaction and retention.

We understand the healthcare benefits small and medium sized businesses need and want.We believe you need Fortune 500-level benefits to win top talent in a competitive marketplace. And, you want cost-effective, flexible employee health benefits that fit into your business plans.

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Covering the health and well-being of your employees goes beyond just healthcare. Helping employees access quality life  insurance alternatives to cover their life,  can help you protect your staff and ensure your benefits program remains competitive.

We can help manage that account according to your business mandates. Examples:

  • FDIC insured options​

  • Aligned with Religious and Faith mandates.

  • Earn a higher rate of return on your cash

  • Fixed Certificates of Deposit (CDs) and access to professional portfolio management through Separately Managed Accounts (SMAs)

Executive Compensation Plans

Employee Stock Ownership Plans (ESOP)

Group Life Insurance

Healthcare Benefits

Group Disability Insurance

Cash & Investment Management

C-Suite Solutions

One of the dilemmas facing C-Suite and Senior staff is where to custody their concentrated stock positions, oftentimes awarded as an ownership stake, compensation or bonus.  At Samra Wealth Management, we offer a low cost alternative to private wealth management.  The value of concentrated stock is factored into a clients personal holdings for fee evaluation, potentially offering our client a significant savings in management fees.

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