401-k's & Small Business Retirement Plans

Small business owners are typically the sponsors/administrators of the retirement plan at their company.

Under new legislation, these sponsors have a heightend fiduciary responsiblity for the investments in the plan especially regarding disclosures and expenses.

As an Accredited Investment Fiduciary, I can assist these plan sponsors  in those fiduciary responsibilities.

If you are a plan sponsor, regardless of plan size, feel free to contact me for additional information on current retirement plan issues that affect you.