Jacob Haxton & Boord LLC

Jacob Haxton & Boord LLC

  • 100 W Old Wilson Bridge Rd Ste 214 Worthington
  • Columbus, Ohio
  • 43085
  • Phone: (614) 888-1005
  • Fax: (614) 888-2080
  • Website

Description

For our larger clients, we provide full benefits outsourcing, in essence becoming the Retirement Plan Department for the client. In this role, we administer Defined Benefit Plans, Non-Qualified Retirement Plans, Retiree Health Plans, and Retiree Life Insurance Plans. We provide toll-free phone access and live call center support for those clients who elect to utilize this service.

This in-house expertise allows us to provide clients with high touch, timely solutions to a wide range of issues.

We provide administrative services to companies ranging from one employee to tens of thousands of employees.

Our administrative services packaged for retirement plan includes an annual manager’s report, a signature ready Form 5500 and an audit-ready package in the case of “Large Plans”.

Fact sheet

Number of employees
1-5

Company contacts

  • Steven Haxton
  • Owner

Products & services

fiduciary financial planning consultant

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