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403(b) Plan Review
Identify fees, confirm contribution opportunities, and evaluate investment choices available to nonprofit employees.
Built for Branches of Long Island Team Members
Branches of Long Island Employee BenefitsYou Support Families in Need. We Help You Prepare for Your Future.
Complimentary 403(b) and 457(b) checkup and Atlas VirtualWealth planning for the staff and team at Branches of Long Island. Meet in Hauppauge or nationwide through Atlas VirtualWealth.
Since 2004 Clients’ Interests First Virtual + Local / Nationwide
How We Help Branches of Long Island Employees
Practical, one-on-one guidance focused on the 403(b) and 457(b) benefits available to nonprofit professionals serving Long Island families.
2
Retirement Income Mapping
Translate current savings, Social Security estimates, and other accounts into a clear picture of retirement income.
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Atlas VirtualWealth Sessions
One-on-one planning meetings conducted virtually — useful for busy team members balancing community service and personal life.
Why This Matters for Nonprofit Professionals
Staff and team members at Branches of Long Island dedicate their time to supporting families facing food insecurity and financial hardship across the Island. That commitment to service can mean personal retirement planning takes a back seat. Small, consistent steps with workplace plans and personal savings can help compound into meaningful long-term security.
We help you learn where you stand today and what simple next steps can help — without pressure. We put our clients’ interests above our own.
Atlas Benefits Advisor is not affiliated with Branches of Long Island. Plan features can change. Confirm current details with your employer.
Ready for Clear Next Steps?
Book a complimentary 10-minute 403(b) checkup or a complimentary Atlas VirtualWealth session. Both are available by secure video or in our Hauppauge office.
Call (631) 389-2358 (voice only) · Text (631) 904-0901
Related Guidance
403(b) Checkup
Quick review of fees, match, and allocation inside your workplace plan.
Learn MoreAtlas VirtualWealth Planning
One-on-one virtual sessions for financial clarity and goal mapping.
Learn How Atlas VirtualWealth WorksLife and Disability Checkup
Educational review of group and individual protection.
Learn MoreOur Approach to Fees
Transparent pricing so you always know exactly how we work together.
Learn Our Approach to FeesLong Island Cares Team
Guidance for employees of Long Island’s regional food bank.
Learn MoreMeet the Team
Learn about the people behind Atlas Benefits Advisor and our approach.
Meet the TeamFrequently Asked Questions
As a 501(c)(3) nonprofit, Branches of Long Island team members may have access to a 403(b) plan and, when offered, a 457(b). A complimentary review helps clarify available plans, contribution opportunities, fees, and how to coordinate other savings. Confirm current features with your employer.
In about 10 minutes we identify fees, contribution rates, and allocation choices. You leave with clear next steps tailored to nonprofit employees — no obligation.
Yes. Atlas VirtualWealth sessions are designed for busy nonprofit professionals who serve the community. Meetings are conducted by secure video so you can participate from home or the center with zero commute.
We are based in Hauppauge and serve many Long Island nonprofit clients, including organizations focused on food security and family support. Atlas VirtualWealth sessions are also available nationwide through Atlas VirtualWealth.
A recent retirement plan statement (if available) and a rough idea of your contribution percentage are helpful. We guide you through everything else.
Let’s Build Your Plan Together
Local expertise. Virtual convenience. Clear guidance for the people supporting Long Island families every day.
Atlas Benefits Advisor
Christopher J. Vargas, LUTCF®
President & Chief Benefits Strategist
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call: (631) 389-2358 (voice only) · Text: (631) 904-0901
cvargas@atlasbenefitsadvisor.com
admin@atlasbenefitsadvisor.com
Hours: Monday–Friday 8:00 a.m.–5:00 p.m.; weekends by appointment
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