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
PWMG 401(k) Advisors
WORCESTER
324 Grove Street Second Floor
Worcester, MA 01605
CHICOPEE
450 Memorial Drive, Suite 407
Chicopee, MA 01020
PHONE: (855) 508-401k
FAX: (508) 519-8426
WEB: www.pwmg401k.com
EMAIL: info@pwmg401k.com
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.
Comments