SetAway, Retirement Plan Design, Administration & Consulting
Financial Services • 
Bedford, New Hampshire, United States • 21-50 Employees
Company overview
| Headquarters | 5 Bedford Farms Dr, Bedford, New Hampshire 03110, US |
| Phone number | +16037590422 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Financial Services, Investment, Plan Design, Consulting, Retirement Planning, Fiduciary, Compliance, M&A, Entrepreneur, Mergers & Aquisitions, Advisors, Trustee Services, Retirement Plan Design, 3(16) Plans, 401K Design, Cash Balance Plan, Fiduciary Compliance & Regulation, 3Rd Party Plan Administration |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
Key Contacts at SetAway, Retirement Plan Design, Administration & Consulting
Wayne Braun
Director Of Actuarial Services
Trish Kondur
Director Of Retirement Services
SetAway, Retirement Plan Design, Administration & Consulting Email Formats
SetAway, Retirement Plan Design, Administration & Consulting uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@setawayllc.com), used 93.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@setawayllc.com | 93.8% |
{first initial}{last name} | jdoe@setawayllc.com | 6.2% |
About SetAway, Retirement Plan Design, Administration & Consulting
At SetAway, we're simplifying the complexity of retirement plans. Our carefully chosen a team that is proactive and knowledgeable. We're willing to share our expertise in the retirement planning field while providing leading-edge technology. Dedicated to providing both advisors and plan sponsors the tools and resources necessary to offer the best retirement plan services for you and your employees. With decades of experience, our team provides valuable retirement plan design and administration, as well as offering ongoing evaluation to maintain compliance with the latest regulations. Whether you employ a couple of people or you are a large firm, we provide the personalized service of a company that is small enough to give every plan the attention it deserves and local enough to provide that in-person service that will make you feel valued. Third Party Administration SetAway is dedicated to helping employers simplify the complexity of sponsoring a qualified retirement plan. Our mission is to help you untangle the network of regulations and develop a streamline process to keep your plan running smoothly throughout the year. Plan Design Using a consultative approach, SetAway offers a plan design tailored to meet the specific retirement goals of the owner while considering the savings needs of the employees and budget needs of the sponsoring employer. Our expert plan designers will help navigate you through the process of designing and implementing your retirement plan. Consulting Services From streamlining processes, correcting plan errors, or to developing solutions for out of the box problems we are here to help. At SetAway, we can partner with you for individual projects beyond standard Third Party Administration services. Additional SetAway Services Include: Cash Balance Plans 3(16) Services Mergers and Acquisitions SetAway, LLC 5 Bedford Farms Suite 105 Bedford, NH 03110 P: (603) 471-3369 E: info@setawayllc.com W: http://www.setawayllc.com
SetAway, Retirement Plan Design, Administration & Consulting revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SetAway, Retirement Plan Design, Administration & Consulting has 10 employees across 2 departments.
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Number of employees
Funding Data
SetAway, Retirement Plan Design, Administration & Consulting has never raised funding before.
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