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Email us at to request a complimentary summary report of your current plan, including valuable insights on:

  • Your current plan’s fees
  • Hidden costs and expenses
  • Any additional income your current plan provider is making against your best interests
  • Investment quality
  • Annuity quality
  • Investment policies
  • Fiduciary compliance matters such as board composition
  • ERISA-mandated “top heavy” rules compliance
  • ERISA-mandated discrimination testing compliance
  • The quality of employee financial education as required by ERISA
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