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Wealth Preservation Solutions

Helping Business Owners and Families Accumulate and Preserve Wealth

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Home » About Wealth Preservation Solutions » Chris B. Szem

Chris B. Szem

Chris B. Szem

Executive Director, Benefits Division
Wealth Preservation Solutions, LLC
(201) 632-2050
cszem@wpsllc.net

Chris Szem has 25+ years of experience in the Employee Benefit Service and Retirement Plan Industry. He specializes in delivering Medical, Dental, Long Term Disability, Vision and Retirement Plan solutions for mid to large size employers. Chris focuses on the ever-changing, complex environment of employee benefits in the private/public sectors and works closely with clients throughout the review, selection, rate negotiation, procurement and renewal processes. He provides goal oriented oversight, management, education and ongoing service that consistently exceeds client expectations. In this enhanced regulatory environment, he focuses on compliance which protects plan sponsors from tax penalties and fiduciary liabilities and litigation.

Chris is the Principal of BeneCept Consultants, Inc. (Founded 1982), a Finra Registered Representative (Series 7 and 63) and is a Licensed Life & Health Insurance Producer in New Jersey. He and his family live in Monmouth County, NJ.

Questions? Contact us today
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Our Complimentary
Benefits Review

Contact us for a complimentary Benefits Plan Review. We'll do a complete analysis of your existing employee benefit plan to highlight strengths and any weaknesses. We'll bring to your attention any potential areas for improvement.

Our review will help reveal areas to:

  • Lower Costs
  • Achieve 100% Compliance
  • Reduce Employer Liability
  • Improve Employee Retention

Once you have had the opportunity to review and digest our report, you have three options:

  • Do nothing.
  • Work with your existing team to eliminate any deficiencies.
  • Engage Wealth Preservation Solutions to optimize your Benefits Plan.
Contact Barry Solon - Director of Benefits, for a no obligation review of your current Benefits plan.
Email: bsolon@wpsllc.net
Phone: 201.632.2025
To get started with a complimentary Benefits Plan review simply provide the following documents.

For Retirement Benefit Plans:

  • Current Plan Adoption Agreement
  • 408(b)(2) Notice (Participant Level Expenses – Fee Disclosure)
  • 404(a)(5) Notice (Plan Level Expenses – Administrative Portal / Record Keeper or TPA)
  • Summary of Plan Description
  • Investment Policy Statement (IPS – Current / Most Recent)
  • Latest/Last Plan Review (Date Provided / Delivered)

For Health and Welfare Benefit Plans:

  • Current Employee Census (Include Home Zip Codes)
  • Plan Benefit Summaries (ERISA Summary Plan Description / SPD)
  • Last Two Years Paid Claims by Month (Include Employee Counts by Month / 100+ Lives)
  • Last Two Years Renewal Package
  • Current Rates / Fees / Expenses
  • Large Claim Data (All Claims Over $25,000 / With Diagnosis if Available)

About Wealth Preservation Solutions

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Michael Korb
  • Barry Solon
  • Chris B. Szem
  • Robert Pavese, JD

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The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Michael Korb
  • Barry Solon
  • Chris B. Szem
  • Robert Pavese, JD

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
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  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

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Disclosure

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS.

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