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401(k) - Retirement Plan Sponsors

We show business owners how to help their employees retire on their own terms through creative and cost effective use of a retirement plan. We have developed a unique approach to retirement plans. Please visit our proprietary website to learn about our process.

Understanding retirement plans is extremely important in today’s environment. We focus on the 5 key areas of retirement plans:

  • Fees - Benchmarking and Minimizing
  • Funds - Performance and Expenses
  • Fiduciary Liability - Compliance and Regulatory Issues
  • Plan Design and Optimization - Owners and Highly Compensated Employees
  • Participant Education - Onsite and Online

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