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Michelle Marsh
Oct 29, 2019


When it comes to 401(k) plans, simple solutions may not be good solutions.
I am in sales and have I got a deal for you, Mr. Plan Sponsor. I know you don’t want to spend much time on your employee’s retirement plan. With our bundled solution we won’t get many people involved in the actual operation of your plan, so you won’t be confused with numerous people to call. We will keep this simple so that expenses really won’t have to be discussed for administration—It is just all included in the one easy price. Lastly, why get bogged down with a discussion

Michelle Marsh
Oct 8, 2019


Solving the Puzzle: Who Should be Servicing my Retirement Plan?
Who are All the Providers Servicing My Plan? What Do They Do? Do I Want a One Size Fits All or a Build Your Own? As an industrious business owner, you may not have time to ask all these questions, let alone sort through the answers. Understanding your plan administration can become complicated, but it does not have to. There are two main options for you to choose from: Bundled vs. Unbundled—or you can think of them as a One Size Fits All approach vs. a Build Your Own Option.

Michelle Marsh
Sep 12, 2019
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