1227 Pleasant Grove Boulevard
"WE ARE THE FIRST AND LAST ADVISORS YOU'LL EVER NEED"
Yes, that means that angry (unprepared employees) could personally sue you.
Many recent retirement plan lawsuits have claimed negligence of investment oversight, unreasonable fees, lack of fiduciary oversight, and much more. So, why are employees angry and suing their employers? Simply stated, they are mad. The retirement plan failed to do its job – prepare employees for retirement.
We work with you to help establish prudent, documented fiduciary files that aim to reduce your liability exposure and work to build a great retirement savings structure.
Renovating retirement plans and building plan success
Examples of plan services may include: