As a 401(k)-plan sponsor, you manage everything from fiduciary duties to investment monitoring and plan design optimization to employee engagement. We all know that each of those responsibilities has a million and one components, however, you don’t have to do it alone.
Contact Information:
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Disclosures:
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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