Takes clients through a thorough examination of their existing 401(k) plan in order to decrease employee and employer costs, maximize plan performance and reduce fiduciary liability, all in a customized, documented and measurable process.
The synopsis is a comprehensive snapshot of past year’s plan including investment performance, participation, testing results, and breakdown of employee vs. employer contributions to the plan by age group. This annual plan review is intended to measure performance vs. goals and provides a platform for discussion on the feasibility of future plan improvements. Also, every other year, we will complete a new benchmarking study to ensure that plan costs are reflective of the marketplace.
Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor. Cash and Associates, PA is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
