At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.
Stay in the loop with the best practices in our Q1 plan sponsor newsletter.
Managing Director
Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd.
Suite 31
Buffalo, NY 14224
L.Kavanaugh@nebstpa.com 716.674.6200x237 www.NEAdvisorsGroup.com
716.674.7000
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.