HCWRFS, LLC
305 West Barbee Chapel Road
Chapel Hill, NC 27517
At HCWRFS, our goal is to help our clients design and maintain world class retirement and executive benefits programs. We do this by using a consultative approach that helps our clients customize their programs to meet the needs of their employees. We take pride in becoming long-term business partners with our clients, and we are dedicated to exceeding their expectations at every opportunity.
Because some employees know a great deal about retirement plans and others may be less educated, we take the time to ask the right questions and uncover the needs and goals of your company. From there, we can help design the appropriate retirement plan for your business.
Our proprietary five step process helps companies compare and decide which type of plan is right for them and offers ongoing education and analysis for both the employer and employees.
To learn more about our proprietary five-step process and our consulting services please contact us at any time. We welcome the opportunity to work with you and your organization.
- Over the years we have helped our clients regarding many of the following areas:
- 401(k) Plans
- Buy Sell Agreements
- Profits Sharing Plans
- Key Person Life Insurance
- 403(b) Plans
- 162 Bonus Plans
- 457 Plans
- SEP
- Money Purchase Plans
- SIMPLE IRA
- Defined Benefits Plans
- 412(i) Plans
- Roth 401(k)
- 419 Plans
- Safe Harbor 401(k)
- Keogh Plans
- Non-Qualified Plans
- Owners 401(k)
- 529 Plans
- Deferred Compensation Plans
- Age Weighted Profits Sharing Plans
- 2012 Pension Plan Limits
Notice: The services that you and the associate have agreed ,that the associate will perform under the plan are separate and apart from the services he/she is providing in his/her capacity as an associate of AXA Advisors. Therefore, you hereby acknowledge that such services will be provided solely in the associate's capacity as a consultant to you and that you will look solely to the associate for any breach of your agreement with the associate or for any liability arising out of the performance of such services by the associate.