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Q4 Plan Sponsor Newsletter: Plan Design & Administration Edition

Writer's picture: Fran GillisFran Gillis

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




401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF®, QPFC, PPC, CFWP

Lucas Gillis AIF®, CPFA, CFWP

970-225-2001


Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


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.

 

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RETIRE YOUR WAY 

Fran Gillis AIF®, QPFC, PPC, CFWP
Lucas Gillis AIF®, CPFA, CFWP
srpretire.com/contact-us/

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Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor

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