Advising you on your retirement benefits.
Guiding employers on retirement plan strategies for their business while educating employees on the benefits of participating in an employer sponsored plan.
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Just 15 Questions to Assess Your Plan’s Health
This quick 15-question quiz checks the health of your 401(k) plan, covering areas like fees, governance, and participant support. You’ll get a personalized report with simple, actionable tips to make your plan stronger and reduce risks.
Beyond the numbers, corporate retirement plans are about people’s lives.
Witnessing the positive impact a well-crafted 401(k) plan can have on an individual’s financial freedom and lifestyle options is immensely rewarding.
My approach utilizes a service-based model that is tailored for each business.
Recent Articles
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The Super Catch-Up Rule Is Here: What 401(k) Plan Sponsors Need to Know in 2026
An exclusive savings boost for ages 60–63 – with a Roth twist for high earners In 2025, a new SECURE…
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Which Fiduciary Is Which? Breaking Down the Real Differences Between 3(16), 3(21), and 3(38)
If you sponsor a 401(k) plan, you’ve probably heard terms like 3(16), 3(21), and 3(38) fiduciary. They sound technical –…
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What Is a Pooled Employer Plan (PEP)?
The Beginner’s Guide to Pooled Employer Plans A Simpler Way to Run a 401(k) Plan? If you’ve ever thought, “There…
