Tenet Financial Group provides 401(k) plan design, implementation and administration – and we do it for thousands of plans!

The Benefits of a 401(k)/Rollover Funding Plan are significant and easy to understand.

We tell our clients:

  • You invest some portion of your retirement funds in your business, giving you more control over the performance of your retirement plan assets. 
  • You use a safe, proven plan, based on long-standing provisions of the Internal Revenue code. 
  • You gain business equity and an improved cash flow position from the start. 
  • You accelerate business profitability by managing the amount of debt your new business takes on. 
  • You secure funding fast – typically 3-4 weeks or less. 
  • You can set aside tax-deductible retirement savings up to $60,000 per year (this amount adjusts annually). 
  • You optimize business equity and value.

Click here to access a flyer with more information, including an explanation of the 401(k)/Rollover process.

*Tenet Financial Group understands your brokerage business and the relationships you build with your clients. Working with us is not a conflict of interest, and we will discuss only our 401(k)/Rollover program with your clients.


Diane Rosenkrantz, Funding Specialist

Direct: (413) 754-3298

Kelly Krueger, Funding Specialist

Direct: (810) 584-7255

Zack Flodeen, Funding Specialist

Direct: (480) 304-9234