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CAP COM Financial Services, LLC

Business Services

Capital Communications Federal Credit Union and CAP COM FINANCIAL SERVICES are proud to offer your business a variety of programs to assist with your Human Resources functions. We can make your administrative tasks easier while providing value-added services to the most important people - your employees!

Credit Union Membership as a Company Benefit

Provide your employees with access to the Capital Region's best kept secret in banking at no cost to your business!

†The Credit Union is not affiliated with or endorsed by Linsco/Private Ledger.

Workshops

Our CAP COM Financial Services advisors can provide on-site financial planning workshops for CCFCU Business Partners that are customized to each employer's benefit package.

At a time when many people are turning to their employers for information about investment decisions, CAP COM Financial Services can provide custom workshops as an educational resource for your company. We can also provide overviews of your existing benefits, including the company 401(k) plan or other retirement plans, group life and disability insurances, group long term care insurance and more. Attendees receive workbooks that explain each topic in an easy-to-read format. Workshop topics include:

  • Investment Fundamentals
  • Pre-retirement Planning
  • Post-retirement Planning
  • Life and Long Term Care Insurance
  • College Funding
  • Four Steps to Financial Independence
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Company Retirement Plans

We can design new retirement plans for your work force or manage your existing plans. Our services include full service enrollment, plan administration and educational services for your employees. Types of plans available include:

  • 401(k) Plans
  • SIMPLE IRAs
  • SEP IRAs
  • Payroll Deducted IRAs
  • 403(b) Plans

Benefit Enrollment Services

Does open enrollment take too much of your time to plan and administer? If so, we can help! CAP COM Financial Services provides a full range of services to our CCFCU Business Partners, including benefits set up, takeover and enrollment for benefit packages. Before getting to this stage, we will be happy to provide you with a no-cost analysis of your existing benefit packages with our recommendations for new packages in the following areas:

  • Group Life Insurance
  • Short Term and Long Term Disability Insurance
  • Group Long Term Care Insurance
  • Medical Plans
  • Dental Plans
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