403(b) Plan Review
Identify fees, confirm you are capturing the full employer match, and evaluate investment choices inside the Long Island Cares 403(b) Thrift Plan.
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Built for Long Island Cares Team Members
Complimentary 403(b) checkup and VirtualWealth planning designed for the dedicated professionals at Long Island Cares – The Harry Chapin Food Bank.
Practical, high-touch guidance focused on the unique benefits available to nonprofit professionals serving Nassau and Suffolk communities.
Identify fees, confirm you are capturing the full employer match, and evaluate investment choices inside the Long Island Cares 403(b) Thrift Plan.
Translate current savings, Social Security estimates, and any other accounts into a clear picture of sustainable retirement income.
Personalized planning meetings conducted virtually — ideal for busy team members balancing work at the food bank and personal life.
Staff at Long Island Cares dedicate their careers to fighting hunger across Nassau and Suffolk Counties. That same commitment to service often means retirement planning can take a back seat. Small adjustments to contribution rates, fee awareness, and investment allocation inside a 403(b) plan compound significantly over a career.
We help you learn exactly where your plan stands today and what simple steps can help you strengthen long-term security — without pressure and without product-pushing.
Book a complimentary 10-minute 403(b) checkup or a full VirtualWealth strategy session. Both are available by secure video or in our Hauppauge office.
Call (631) 389-2358 | Text (631) 904-0901
Quick review of fees, match, and allocation inside your workplace plan.
Learn MoreHigh-touch virtual sessions for complete financial clarity and goal mapping.
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View FeesSpecialized guidance for K-12 school employees and pension integration.
Learn MoreLearn about the people behind Atlas Benefits Advisor and our approach.
Meet the TeamLong Island Cares offers a 403(b) Thrift Plan for employees. Eligible team members can contribute on a pre-tax basis, and the organization has historically matched contributions up to a percentage of salary. A thorough review helps confirm your current contribution rate, investment options, fees, and whether you are maximizing the available match.
In about 10 minutes we identify expense ratios, administrative costs, and allocation issues that can quietly reduce long-term growth. You leave with clear next steps tailored to the Long Island Cares 403(b) plan — no obligation.
Yes. VirtualWealth sessions are designed for busy professionals at organizations like Long Island Cares. Meetings are conducted by secure video so you can participate from home or the office with zero commute.
We are based in Hauppauge and serve many Long Island nonprofit and educator clients. VirtualWealth sessions are also available nationwide.
A recent 403(b) statement or login access and a rough idea of your contribution percentage are helpful. We guide you through everything else.
Local expertise. Virtual convenience. Clear guidance for the people who serve Long Island every day.
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call (631) 389-2358 | Text (631) 904-0901
admin@atlasbenefitsadvisor.com
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This page provides general educational information. It is not personalized advice, a recommendation, or an offer to bind coverage. Workplace plan features and match formulas can change. Consult plan documents and a qualified professional before making decisions. Atlas Benefits Advisor is not affiliated with Long Island Cares – The Harry Chapin Food Bank.