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Writer's pictureLarry Kavanaugh, Jr.

Q4 Plan Sponsor Newsletter: Plan Design & Administration Edition


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.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

 

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