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How much is knowledge and experience worth to you right now?

A 401(k) Plan might not be brain surgery, but a poorly designed or operated plan can cause headaches, cost you money and distract you from your primary job.

If you are managing your 401k plan alone or you have an ineffective advisor, contact us for a second opinion. Ensure that you are providing the best plan to your participants.

  • Are you meeting your fiduciary responsibility to cover your personal liability?
  • Can you accurately assess and explain 401(k) fees to your employees?
  • Do you understand fee benchmarking, investment options and the latest compliance issues?
 

Locations

Austin Office

512 E. Riverside Drive, Suite 270
Austin, TX 78704
Phone: 512-579-3633
Fax: 512-236-0122

Dallas Office

325 N. St. Paul, Suite 1555
Dallas, TX. 75201
Phone: 214-521-5500
Fax: 214-520-3055

Investment Advisor Representative

Securities and Advisory Services offered through GWN Securities, Inc. 11440 N Jog Road, Palm Beach Gardens, FL 33418, 561-472-2700
Member FINRA, SIPC


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