Does your business have a Financial Planner?
Someone who manages the day to day intricacies of your company’s retirement plan, ensures your plan is current and compliant with all Fiduciary rules, has annual, semi-annual or quarterly meetings with your entire staff, updates the plan documents after every board meeting and handles all investment questions from the participants?
If you aren’t getting those services, in most cases you can add them at no additional cost to you or the company.
LPL Financial Group
Since 2004, I have been serving the retirement planning needs of companies in Lexington and Central Kentucky. If your company has a 401(k) plan, profit sharing provision, SIMPLE ira or an Employee Stock Ownership Plan (ESOP), I can be of service to you. I have worked with some of the largest and most complex pension plans in the country as well as some of the smallest start-up retirement plans. Call me if you have questions about your retirement plan, consultations and estimates are always free.
Financial Planning Associate Designation – 2005
Financial Planning Specialist Designation – 2006
Series 6,7,63, Life, Health and Annuity licenses.
To learn more about how you can save money and get the most out of your retirement plan, call Allan Watts at 859-321-1557, or firstname.lastname@example.org.
Read my Articles: The 401(k) Checklist