Do you want to get the most out of your retirement plan?
A plan should benefit both the employer and employees. It’s important to review your plan regularly to learn if more efficient plan design options available.
Here are 7 considerations for a rewarding workplace retirement plan.
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd. Suite 31
West Seneca, NY 14224
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.
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