N.A. Falcone and Associates specializes in the custom design, implementation, consulting, administration and compliance of qualified retirement plans. These include 401k, profit sharing, defined benefit pension, cash balance and many others.
We handle not only the installation of new plans but also the takeover and conversion of existing plans.
We do not sell any products/investments and therefore are completely independent and without conflicts of interest. Our business model focuses heavily on providing excellent service to you, ensuring compliance and providing the best possible return for your plan.
We are located outside of Center City Philadelphia, Pennsylvania. We service clients throughout Pennsylvania, New Jersey, Delaware, New York, and other states around the country.
Our mission is to help you and your employees with the best possible benefits provided by a qualified retirement plan. We want you to understand what is being done and how it will help you, your business and your employees.
We streamline our processes in a way that works best for you. We are here to help you in all phases of designing, implementing and managing your qualified retirement plan.
We do not hide behind service agreements. You know our services and your costs with the utmost transparency.
We are not cookie cutter or generic—one size does not fit all. Your custom-tailored qualified retirement plan is designed specifically for your business.
Any question or problem you may have, our professionals are here to guide you every step of the way.
We want to know you. We want you to know us. We value our relationships. While we prefer in-person meetings, we are happy to work whichever way you feel is best.
We help you understand and complete the necessary tasks to ensure you are in compliance with regulations.
