Fall has finally arrived as we round out the third quarter of 2016! We would like to share a quick success story regarding a local company that has recently become a new client of ours. After a recent change in ownership, the new CEO found that employee 401k contributions had been deducted from paychecks but not deposited into the plan for several months. A problem the CEO knew needed to be fixed ASAP! We were able to come in as their advisor and coordinate the correction process, making it as seamless as possible and assuring full compliance. Their current advisor was unable to help them!!
Let us help your company with your 401k questions and needs!