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.

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The fiduciary toolkit provides an investment advisory agreement which promotes full fee disclosure and includes a co-fiduciary partnership. A customized investment policy statement is drafted and is automatically monitored by an independent scoring system. Furthermore, a client service plan is created to meet the unique needs 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.