“Integrity is the
essence of
everything
successful.”
Richard Buckminster Fuller

401(k) Independent Fiduciary Assessment

 

ARE YOU FULFILLING ALL YOUR

 RESPONSIBILITIES AS A 401(k) PLAN SPONSOR?

  ___________________________________  

What is your plan really costing you?

Are you complying with current regulations? Are you ready for the new disclosure rules? 

Are your employees retirement ready?  Do they know what to do?

Are your plan providers doing what you hired them to do?

    ______________________________________

Do you have the answers?

Could faulty assumptions make you personally liable?

Don’t you want to know the facts?

Wouldn’t you like a Report Card to tell you where you stand?

  _________________________________________

Stonegate’s team of Accredited Investment Fiduciary Analysts

AIFA®, can perform an Independent Fiduciary Assessment

and get you that Report Card.

___________________________________________

  You have an opportunity to take control of your

plan and the retirement readiness of your

employees.

 

 

 

 

 

 

 

 


Stonegate Wealth Management, LLC / 17-17 Route 208 North / Suite 250 / Fair Lawn, NJ 07410
info@stonegatewealth.com / Toll Free: (888) 768-0202 / Tel: (201) 791-0085 / Fax: (201) 625-6303
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