Premier joint work specialists for Employer-Sponsored Qualified Plans

The Premier List is a resource for the Coastal Wealth community to use as a reference for vetted and approved joint work partners. If you would like to work with any of the teams,

please fill out the Fact Finder and submit it below.

The Glenn Planning Group

​The GPG manages $125+ million of Corporate Retirement Plan assets comprised of: defined benefit, defined contribution, and non-qualified plans​.

The Glenn Planning Group has been in business for 50 years. Our retirement plan sales and service team has almost 100 years of combined experience in the retirement plan marketplace.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives.

Jacobs, Coolidge & Company

The JCC manages approximately  $350,000,000 of Retirement Plan AUM. A few examples of their plans:

  • Manufacturing - $25M Plan

  • Healthcare - $150M Plan

  • Telecommunications - $12M plan

  • Law Office - $2M plan

  • Physician Office - $3M

We believe what sets our organization apart is knowledge and service. Jacobs, Coolidge & Company, LLC provides bend-over-backward service. We respond to your questions in a timely manner. Whenever possible, we work to anticipate your needs. We develop a blueprint for our clients and then conduct annual reviews to confirm that your strategy remains on target and to reinforce the value of the choices you have made.

We believe that's what sets us apart.  And we think you'll agree.

BLS Wealth Management, LLC

 

BLS manages 38 401(k)/403(b) plans with over $124million in assets.​ A few examples of the industries our clients are in:

  • Accounting

  • Architecture

  • Aviation

  • Catering

  • Construction

  • Consulting

  • Consumer goods

  • Healthcare

Bienenfeld, Lasek & Starr, LLC is a top producing team with Top of the Council advisors. Howard Bienenfeld and Carol Lasek started as a husband and wife team in 1985 and have since become a unique and well-established insurance and financial planning firm with a team of 24 people. Mitch Starr, 18 years their junior, joined Howard and Carol in 1996, only later to become a partner in 2002, which was official birth of Bienenfeld, Lasek & Starr.

Bienenfeld, Lasek & Starr helps their clients with financial planning, insurance planning, wealth management, business/executive planning, group benefits and 401(k)s/403(b)s. The BLS team is unique in that they have different specialists and departments for the different facets of the financial services industry, so they ensure to excel in each arena in which they help their clients.

 

The BLS team has an entire 401(k)/403(b) department dedicated to servicing their existing plans and prospecting new plans. Shir Keidan manages the 401(k) department, working alongside Cindy Day, the Director of Wealth Management and Financial Planning, to ensure their clients receive the appropriate recommendations to maintain plan’s compliance, ensure the plan’s fees are reasonable, and funds are best in class. Cindy’s 20+ years of experience in the 401(k)/403(b) world has proven to be a large asset to the BLS clients they work with. The BLS team also continuously invests their time in education and designations specifically in the employer sponsored plan specialty.

 

The BLS team’s experience comes with a deep understanding of the Department of Labor and IRS regulations involved with 401(k)/403(b) plans. Maintaining a plan’s compliance is an integral part of managing a plan within the heavily regulated employer sponsored plan industry. Our team has the AIF® (Accredited Investment Fiduciary), CFP® (Certified Financial Planner), CPFA (Certified Plan Fiduciary Advisor), FSCP® (Financial Services Certified Professional) designations.

 

The BLS team sets themselves apart with their hands-on approach for both employer and employee service. They ensure the employer feels confident that their fiduciary duties are met, and that the plan design meets the needs of their employees. The BLS team provide hands-on employee education and financial wellness to ensure the employees feel valued by their employer, as well as educated on their finances, empowering them to make smart financial decisions and retire with dignity.

  • Insurance

  • Law

  • Maintenance

  • Manufacturing

  • Private Equity

  • Professional Services

  • Real Estate

  • Staffing

The ABC Group of South Florida

The ABC Group of South Florida manages over 35 plans with over $30,000,000 AUM.

We are a Team of experienced financial service professionals based in South Florida that helps to protect and grow the wealth of our clients and their business. We aim to provide our clients with the freedom and financial peace of mind that comes from knowing they are financially secure. We accomplish this by uncovering the many complexities found in our client’s worlds and integrating those within a dynamic, solution-driven strategy designed to help achieve their individual goals. We will provide your clients with the tools to grow and protect their business as well as to develop strategies to resourcefully fund their savings. We specialize in the following areas:


Employee Benefits
• Qualified Savings Plans (401(k)s)
• Profit Sharing Plans
• Medical Insurance
• Group Short and Long-

Disability Income Insurance
• Long-Term Care
• Group Whole Life


Business Protection Planning
• Buy-Sell funding options
• Key Employee insurance
• Succession Planning

Executive Benefits Planning
• Deferred compensation plans
- Executive bonus plans
- Defined benefit
- Split dollar arrangements


Individual Planning
• Personal Insurance
• Retirement Planning

O.B.I.

Phone: (954) 308-7138

(954) 331-5050

1000 Corporate Drive, Suite 700 Ft. Lauderdale, FL 33334

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