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Is Your Business’ Retirement Plan Its Biggest Liability?

Find out with our Free Benchmark Report.  It’s quick, easy, and we’ll do it for you.

In 2017, the average DOL audit resulted in over $1M in fines. In 2018, ERISA civil suits numbered over 6,000 and resulted in settlements in the billions of dollars. Is your plan at risk? Complying with DOL, IRS and ERISA guidelines while also offering a well-diversified, cost-conscious investment lineup can be difficult. But your retirement plan doesn’t have to be a headache. In fact, it can be a worry-free way to invest for your retirement while also attracting and retaining the best talent for your business.

How do you know where your plan falls? Simple. Get a free benchmark report from an experienced retirement plan advisor. It will show you exactly where the red flags in your plan are and offer ways to fix them. It will also show you exactly how to get the most out of your plan while keeping costs to a minimum. There’s no downside.

Get Your Free Report
Business Valuation Whitepaper

Business Valuation Whitepaper

If you’re like most business owners, your biggest asset is the company you’ve spent your career building.  Someday, it will hopefully provide you with the money you need to retire and live your ideal lifestyle without fear of running out of money.  But what’s your business worth?  Here are 5 reasons you should know the answer to that question.

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Exit Planning Whitepaper

Exit Planning Whitepaper

With the amount of time and energy you invest in your business, someday transitioning it to someone else, so that you have the freedom and ability to live an impactful, abundant life in retirement, might seem impossible.  Like most entrepreneurs, your ultimate goal is probably to turn your biggest asset into your ideal lifestyle.  Also like most business owners, you may not know where to begin.  This report was designed to help you think about that transition.  It covers several ways to capitalize on the business you’ve spent a lifetime building. 

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