What team of experts do I need to open a new 401(k) or qualified retirement plan?
Marsha Werner and Lee Werner talk about their process to open a new business retirement plan. Who are the 4 key experts you need on your team to succeed at a implementing and running a 401(k) plan. Learn about the retirement plan terms for the titles of 4 roles and what are their responsibilities.
- Plan Sponsor/Business Owner
- Third Party Administrator
- Record Keeper
- Plan Advisor
Book an appointment with us at https://calendly.com/lee-werner
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