At Three Cord True Wealth Management, we understand that small business owners have to juggle multiple responsibilities. Managing retirement plans shouldn't be an additional burden. That's where our expertise in 401(k) plan administration comes into play, simplifying the complexities and making your life easier.
Our commitment to supporting small businesses extends to providing specialized 401(k) plan administration services. We go beyond the basics, offering a comprehensive range of services that aim to ensure your retirement plan is not only compliant but also a valuable asset for your employees.
Key Services We Offer:
Plan Design and Implementation: We work with you to design a retirement plan that aligns with your business goals and helps you attract and retain top talent.
Investment Selection and Monitoring: Our experienced professionals assist in selecting and regularly monitoring the investment options within your 401(k) plan to ensure they align with your plan's objectives.
Employee Education and Communication: We provide educational resources and communication tools to help your employees make informed investment decisions and maximize their retirement savings.
Technology Solutions: We provide participants with a user-friendly online portal for easy access to their accounts.
Employee Enrollment and Onboarding: We assist in onboarding new employees into the plan, ensuring a smooth transition and maximizing participation.
Annual Plan Review: We conduct an annual review of your 401(k) plan's performance, fees, and compliance to make necessary adjustments and keep your plan in top shape.
Our holistic approach considers 401(k) plan management as an integral part of your overall financial strategy. We integrate these services seamlessly, striving to ensure your retirement plan aligns with your business objectives and provides valuable benefits to your employees.
Partnering with Three Cord True Wealth Management means you can:
Our services in 401(k) plan administration go beyond compliance; it's about making your retirement plan an asset that supports your business's growth and your employees' financial well-being. Contact us today to learn how we can streamline your 401(k) management and help you and your employees work towards a secure retirement future.
535 Third Street
Beaver, PA 15009
LPL Disclosures
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Three Cord True Wealth Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, DC, FL, GA, IA, KS, MD, ME, MA, MI, MO, NV, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.
Professionals associated with Three Cord True Wealth Management,LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, LLC, and not affiliated with LPL Financial. Tax-related services offered through Three Cord True Wealth Tax Solutions, LLC DBA [Three Cord True Wealth Management, LLC]. Three Cord True Wealth Tax Solutions, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax-related services.
No client of Three Cord True Wealth Management, LLC is under any obligation to use the services of Three Cord True Wealth Tax Solutions, LLC and can engage a non-affiliated Certified Public Accountant or tax preparation service provider.
Three Cord True Wealth Management Important Disclosures
Three Cord True Wealth Management, LLC is an SEC-registered investment adviser. Three Cord True Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Three Cord True Wealth Management, LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information such as articles written by third parties, firm-written newsletters and/ or publications, and third-party links. Accordingly, the publication of Three Cord True Wealth Management, LLC website on the Internet should not be construed by any consumer and/ or prospective client as our Adviser's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Three Cord True Wealth Management, LLC, a copy of Three Cord True Wealth Management, LLC’s current written disclosure statement discussing Three Cord True Wealth Management, LLC's business operations, services, and fees is available at the SEC' s investment adviser public information website -www.adviserinfo.sec.gov 307480 or from the Adviser upon written request, nraught@3ctruewealth.com.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Three Cord True Wealth Management, LLC and individually licensed and appointed insurance agents.