Are you ready for Roth 401(k) contributions?
Are you an employer that offers a 401(k) plan to your employees?
Do you advise businesses on retirement plan matters?
Are you are a financial advisor who is looking to offer retirement plan services to your clients and prospects?
How can we help you?
We have developed a slide presentation that you can use to explain the new rules to your clients and to prospective clients. If you would like to schedule a presentation of the slide show, please call Lee T. Jennings in our office or e-mail him at:
Download our firm memorandum that explains what Roth contributions are and how they differ from "traditional" 401(k) contributions.
Ask how we can assist you.
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