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Taglich Brothers – 401(k)
OUR COMMITMENT |
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...We
promise to stand by you throughout the life of your plan and we strive
to continually add value by providing exceptional service.
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As your 401(k) Partner we
will: |
Monitor your investment options by:
- Reporting performance vs. relevant benchmarks, peer
groups and other investment options available within the plan
- Measuring Standard Deviations (where possible)
- Analyzing investment style coverage and asset class
movements
- Assessing changes in management of fund(s) and
underlying fund company(s)
- Reviewing demographic information for suitability
of current options
- Preparing annual review of investment options
Review your plan provider
- We will review all aspects of your plan operations
and investments to see how well they are meeting your needs and make
recommendations for value added changes if necessary.
Provide assistance in Employee Education
- We will perform personalized enrollment meetings
for your participants and help you plan for your participants’
continued education.
Keep you informed of changes in the laws and
requirements for 401(k)s
And much more...
Click here to Continue.... |
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401K / 529 PLAN REVIEW |
401(k) / 529 Plans - 2003 Investment
Reviews
Click here for more
information! |
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Disclaimers |
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Please Click Here
to view our Disclaimers..... |
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