401k EXTRA
Retire YOUR Way

The mandated Colorado Secure Savings plan will be here before you know it.

As a small business owner, with five employees or more, have you thought about what retirement plan is best suited for you and your company?

A pilot program is expected to launch in the fall of 2022, and full implementation is expected sometime in 2023.

Do you have questions about the Colorado Secure Savings Program?

Please contact us today and one of our financial professionals can help you evaluate the options and make the best decision for your business and employees.

Looking for more materials? Request them here

Thanks for requesting more info! You will receive an email soon!

 
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401k Extra aims to provide the best tools that address all of your obstacles. We have provided a series of Flowcharts and Checklists to help you and your employees gain maximum benefit from your retirement plan package.

Flowcharts &
Checklists

 
401k Extra- Colorado 401k Advisors

EVENTS

401k EXTRA
Retire YOUR Way Series

May
18th

Join us weekly as Fran Gillis, Retirement Plan Specialist, delivers updates and insights on the latest retirement plan issues and fiduciary best practices.

Wednesday, May 18th at 5:00 PM MDT

401k EXTRA
Retire YOUR Way Series

Join us weekly as Fran Gillis, Retirement Plan Specialist, delivers updates and insights on the latest retirement plan issues and fiduciary best practices.

Tuesday, May 24th at 5:00 PM MDT

401k EXTRA
Retire YOUR Way Series

Join us weekly as Fran Gillis, Retirement Plan Specialist, delivers updates and insights on the latest retirement plan issues and fiduciary best practices.

Date coming soon!

May
24th

Helping people be as excited to come to work on Mondays as they are on Fridays!

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.