Address : 2890 W State Road 84, Fort Lauderdale, Florida 33312, United States
Phone Number : +1 614-898-5200
Industries : Financial Services
Website : levylawllc.com
Company Description
We provide professional counsel in the design, installation and administration of employee benefit programs. The cornerstone of Levy & Associates is the high level of service our organization provides. We believe clear lines of communication between the client and the plan consultant are paramount in assuring that the retirement program operates smoothly and effectively. We provide timely and accurate reports and administrative forms for the employer and plan participants.
Specialities
- Plan Design
- Audit Support
- Actuarial Services
- Financial Services
- Plan Installation
- Compliance Testing
- Annual Reviews
Financial
Employees Total : 14
Revenue (Yearly) : 15.4M
Miscellaneous
Hosting : Amazon AWS
CMS : WordPress.org
Load Balancers : Nginx
Last Updated : 2023-10-11
Employees
- Susan Fisher Tipton ( Office Manager )
- Lou Ritchie ( Partner )
- Diane Smith ( Loans & Distributions Specialist 401(k) Pension )
- Nathan Smeeton ( Support Associate )
- Richard Levy ( Owner )
Alumni
- Brad Cullen ( Case Manager )
- Danny Hernandez ( Pension Consultant )
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