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.
This customized study provides an in-depth explanation of all plan components including plan expenses. In addition, vendor capabilities, services, and investments are compared. Existing plan costs are compared to current market rates for all appropriate vendors to expose potential savings for both employers and employees.
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.
