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.
A complete analysis of the plan which focuses on several key areas such as plan design, investments, participation and annual testing results. This proprietary diagnostic is critical in helping us identify the strengths and weaknesses of your plan.
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.
