📢 Check out our guide on effective retirement plan committees! Discover best practices, from forming a committee to documenting decisions. Download now and streamline your fiduciary duties. https://hubs.ly/Q02DsG140
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📢 Check out our new guide on effective retirement plan committees! Discover best practices, from forming a committee to documenting decisions. Download now and streamline your fiduciary duties. https://hubs.ly/Q02gCdHB0
New! Cultivating Retirement Success Guide
blog.multnomahgroup.com
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Relationship Manager for small business retirement plans, offering custom plan design and compliance expertise
Retirement Plan Committee? I saw an article today titled "Make the Most of your Retirement Plan Committee Meetings" and realized that for many small business owners with a retirement plan, they may be asking - What is a Retirement Plan Committee? and Why do I need one? If you have any non-owner employees and you offer a 401(k) or similar retirement plan, having (and utilizing) a retirement plan committee is an essential part of your Fiduciary responsibilities and also one of the key parts of minimizing your own Fiduciary liability. That team should include both major decision makers and those responsible for the day-to-day operations, as well as key service providers, such as your financial advisor(s) and third-party administrator. Annual or semi-annual meetings of this group will help you keep your plan in tip-top shape, staying ahead of legislative and compliance pitfalls, and adapting as needed to meet your changing needs and goals.
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Looking to build a distinguished retirement plan? Start with the foundation: fiduciary governance. Join Ron Lehmann as he shares insights and best practices in a six-part series on creating a successful plan. Read more here: https://ow.ly/Xq9x30sEb7V
Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy
johnsonfinancialgroup.com
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Did you know your retirement plan advisor can take on more responsibility by acting as what as a 3(38) Advisor? We at Midwest-East and HUB CSi Advisory Services can operate as a 3(38) or a 3(21). It is important to understand how each operate and what you can expect.
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My mission is to educate and empower five million females and their families in the next five years around money.
Gain Insight into Your Retirement Plan Options 💡Unclear about the future of employee retirement plans? Rita Boccuzzi is here to illuminate the path. In her upcoming Zoom workshop, Rita will provide clarity on the differences between state-run programs, which may involve fees and potential losses, and qualified employer offering alternatives that come with no fees and loss. This session is a must for small business owners looking to make informed decisions about their employees' retirement plans. Equip yourself with knowledge and avoid common pitfalls in retirement planning. 🔗 RSVP here to secure your knowledge for a brighter future: https://bit.ly/3SrZzP7 #MammaRitaMoney #CalSaver #retirementmandate #RitaBoccuzzi #FinancialWellness #SafeMoney
CalSavers Retirement Alternatives
eventbrite.com
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Gain Insight into Your Retirement Plan Options 💡Unclear about the future of employee retirement plans? Rita Boccuzzi is here to illuminate the path. In her upcoming Zoom workshop, Rita will provide clarity on the differences between state-run programs, which may involve fees and potential losses, and qualified employer offering alternatives that come with no fees and loss. This session is a must for small business owners looking to make informed decisions about their employees' retirement plans. Equip yourself with knowledge and avoid common pitfalls in retirement planning. 🔗 RSVP here to secure your knowledge for a brighter future: https://bit.ly/3SrZzP7 #MammaRitaMoney #CalSaver #retirementmandate #RitaBoccuzzi #FinancialWellness #SafeMoney
CalSavers Retirement Alternatives
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Creating an employer-sponsored retirement plan that meets all of your needs can be overwhelming. WPWealth is committed to adding value to your company while building a relationship that allows a peace of mind in knowing that you are making the right decisions for you and your company. Learn more by clicking the link here: https://lnkd.in/dshfZXig
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Looking to build a distinguished retirement plan? Start with the foundation: fiduciary governance. Join Ron Lehmann as he shares insights and best practices in a six-part series on creating a successful plan. Read more here: https://bit.ly/3TSKNn2
Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy
johnsonfinancialgroup.com
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Gain Insight into Your Retirement Plan Options 💡Unclear about the future of employee retirement plans? Rita Boccuzzi is here to illuminate the path. In her upcoming Zoom workshop, Rita will provide clarity on the differences between state-run programs, which may involve fees and potential losses, and qualified employer offering alternatives that come with no fees and loss. This session is a must for small business owners looking to make informed decisions about their employees' retirement plans. Equip yourself with knowledge and avoid common pitfalls in retirement planning. 🔗 RSVP here to secure your knowledge for a brighter future: https://bit.ly/3SrZzP7 #MammaRitaMoney #CalSaver #retirementmandate #RitaBoccuzzi #FinancialWellness #SafeMoney
CalSavers Retirement Alternatives
eventbrite.com
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Helping pilots build wealth, reduce taxes, and plan for retirement & financial success as their Fiduciary financial planner
The pilot retirement planning episode is LIVE! Understanding why working with a Fiduciary advisor that understands your benefits, industry, and lifestyle is crucial to financial success. Listen here: https://lnkd.in/grJ3VXDX https://lnkd.in/gHwDM_5T
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