Our Managing Partner, Amber Lloyd, spoke at a joint advisor seminar with ING and Legg Mason in February 2013. Her topic was “Current Trends and Topics in Retirement Plans.”
Let us help design and administer a Retirement Program that meets your needs.
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act