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By James E. Garr, MBA, ChFC®, CLU
As part of your review of your current 401(k) retirement account or profit sharing plan, it is important that you receive personalized service from your wealth management representative, one who strives to understand your organization’s specific needs and who will pursue the results best tailored for you and your employees.
Here are six key questions to ask your current provider:
Mr. Garr heads the Retirement and Income Distribution Planning Group of Cottrill, Arbutina Wealth Management Group. He is experienced with assisting plan sponsors with the design and implementation of 401(k) and profit sharing plans. Contact him for a comprehensive, no-obligation review at firstname.lastname@example.org or at 724.683.3466. He is an LPL Financial-registered representative with Cottrill, Arbutina Wealth Management Group.