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.
Employee education is paramount to the success of your plan. Our employee communication strategy strives to build interest, gain acceptance, and engage participation in the plan. This approach includes enrollment meetings for new employees, and educational seminars on topics including market updates, proper asset allocation and diversification. We also provide a monthly financial newsletter which can be provided to employees at your discretion.
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.
