| "we navigate > you arrive" |
| Steven King, CFP, MBA, AAMS 4555 Holland Street Wheat Ridge, Colorado 80033 303-420-8804 Toll Free: 877-420-8804 fax: 303-420-8805 sking@1stallied.com |
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| Information is good. Consultation is better. Proactive Guidance is best. Call us. We'll listen. |
| iiRetirement Plans for Business: Evaluate your Existing Plan |
| Retirement Plans Financial Planning Investments |
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| When was the last time you reviewed your current retirement plan? _________________________________________________________ 1. Are you getting the desired level of participation by your employees? 2. If your plan allows participants to direct the investment of their own accounts, is your plan designed to comply with ERISA 404(c) so that the plan trustee may be relieved from fiduciary responsibility for the participants' investment choices? 3. Is your plan designed to reward and retain your most valuable employees? 4. Does your plan provider keep you informed of the latest changes in legal requirements and IRS and DoL regulations? 5. Does your plan provider guide you on how these changes apply to your retirement plan? 6. Does your plan provider assist you in resolving compliance issues? 7. Has your plan been amended and filed with the IRS to meet new requirements to maintain its tax qualification? If you are unsure of any of these answers, then its time for an INDEPENDENT, PROFESSIONAL review at no cost or obligation. |
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