4 Key Roles To a Qualified Plan Update

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.

  1. Plan Sponsor/Business Owner
  2. Third Party Administrator
  3. Record Keeper
  4. Plan Advisor

Book an appointment with us at https://calendly.com/lee-werner

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