Financial Planning and Retirement Investing
The Future Is Bright!
Included in most of our PEO, ASO, and Staffing plans is the ability for you and your team to prepare for the future financially. Through TEL’s unique pre-funded 401(k) plan and other investment options available to our clients, our advisor can help you not only plan for the future, but achieve your financial goals.
The 401(k) plan at TEL can be adopted by TEL clients. At the time they adopt our plan, our clients can customize their agreement to fit their individual needs and preferences. Items that can be customized include safe harbor, matching, eligibility requirements, and more.
Matthew Schmidt has been handling the advisory role on our 401(k) offering since 2012. Matthew’s knowledge of the industry and his sound advice led us to partner with American Pension Services, LLC for third party administration services who specialize in multi-employer plan design and maintenance. His experience and expertise with the John Hancock platform and all that it can offer our businesses and participants has been valuable as the plan continues to grow and become adopted by more and more TEL clients.
To set-up a free one-on-one consultation with Matt directly and discuss your unique portfolio and personal investments, contact us today!
Moving to Pensacola in 1989, Matt studied to be a teacher and coach. From 1993-1999 Matt began teaching and coaching at a local high school. With a desire to bring those same skill sets into his financial services business, Matt began his career with Raymond James in 2000. In 2003, Matt’s Raymond James affiliation led him to DestinBank where he became the Raymond James financial advisor for their Pensacola market. After a number of bank mergers, Matt transitioned to Morgan Stanley in 2011. From 2014-2018, Matt joined Summit Bank as Vice President and Financial Advisor for their Pensacola Raymond James office. Matt recently became VP for SmartBank Investment Services and is charged with serving and growing the Raymond James offering in the bank’s market’s along the Gulf Coast. Throughout the tumultuous markets of the last decade, Matt has set himself apart as an advisor with a proven investment philosophy and the skills and heart to educate our clients and friends successfully. Matt’s personal interests include attempting to golf, and spending time on the water with his 3 sons and his wife of over 24 years.
Have a question? We are here to help!
TEL Staffing & HR
98 Weed Street
Pensacola, FL 32514
M-F: 8am - 5pm CST
S-S: By Appointment
866.476.9008 Toll Free