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Zuma Payroll 401(k) Program

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New Group 401K Member Opportunity

Our mission at the Zuma Payroll is to do everything we can to help our clients succeed by providing valuable services. To that end, we're excited to announce a powerful new retirement planning solution that is now available exclusively for clients of the Zuma Payroll & Processing.

We've partnered with Lincoln Financial, a nationally recognized leader in retirement planning services, to develop this unique program that leverages the strengths of group participation to provide a cost-effective and easy way for you to implement a turnkey 401K employee program. Our Multiple Employer Aggregation Program is a retirement plan solution that lets you offer your employees a competitive 401K benefit that can help reduce your fiduciary and administrative responsibilities in the process.

  • If you currently have a retirement plan for your company, it's worth asking for a free proposal to see if switching to this Group 401K Plan can save you time and money, give you greater peace of mind, and provide added flexibility for your employees potentially.
  • If you don't currently have a retirement plan option for your employees but are interested in adding this important benefit, please reach out to learn more and receive a proposal / quote. An employee Retirement Plan option can be a significant driver of employee retention as well as a recruiting benefit.

For next steps, please feel free to contact us for more information or reach out directly to our program's financial advisory partner:

Jay Lefkowicz, CFA, CMT®, CPFA - Merrill Lynch Wealth Management jay.lefkowicz@ml.com (212) 284-5555

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