Q4 Plan Sponsor Newsletter: Plan Design & Administration Edition
- Larry Kavanaugh, Jr.
- Oct 28, 2024
- 1 min read
As we approach the end of the year, consider these important topics regarding your retirement plan. The newsletter covers information that can help the efficiency and compliance of your plan. Here's a brief overview:
Retirement plan reviews
Addressing retirement plan errors
Strategies to address delayed retirement
Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd.
Suite 31
Buffalo, NY 14224
716.674.6200x237
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.
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