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703.549.2200

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Client Portal

401K

401(k) and 403(b) services

  • Annual benchmarking to industry standards (free of charge)
  • Quarterly reviews delivered electronically
  • Annual review done in-person
  • Assistance with Investment Policy Statement (IPS) and Investment committee meetings
  • Customized education and enrollment materials and assistance
  • ERISA, FMLA, COBRA and ACA compliance capabilities
  • Strategies for passing ADP/ACP non-discrimination tests
  • Legislative and regulatory advisory capabilities

References

Testimonial

Cleaning up a messy insurance program
“John and Scott came to us by way of a mutual friend and real estate broker. We are growing very quickly and before too long realized the insurance program was built around our individual properties and wasn’t leveraging the buying power of a portfolio policy. I can’t tell you how helpful it was to consolidate everything onto 1 policy – 1 date – 1 carrier.” – Multi-Family real estate group

Multi-Family real estate group COMMERCIAL INSURANCE

Holden & Company Insurance

115 N Fairfax St.
Alexandria VA 22314

Contact

E-mail address:
office@holdenins.com

703.549.2200

Office Hours
Monday - Friday: 8 am - 5 pm
Or contact your broker directly 24/7