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401K Fiduciary Awareness Guide

Just by reading The 401k Fiduciary Awareness Guide, you will know more than most plan sponsors about what it means to be a prudent fiduciary. In addition, you will have the necessary tools to protect yourself.

The first thing we are going to cover is the Seven Deadly Fiduciary Traps and how many plan sponsors (just like you) unsuspectingly fall into them. Plus, you will receive some specific Success Strategies that can help you smash the Traps forever! These Traps cover 401(k) plans, profit sharing plans, and various types of charitable trusts, etc.

This guide is only for the strong of heart who can bear the weight of the truth. Let’s face it…the truth can hurt.

So this Guide is for anyone who is a:

• Trustee
• Plan Sponsor
• Investment Committee Member

If you are a trustee, plan sponsor, or even an investment committee member, the simple truth is that you are a FIDUCIARY. What does that mean?

The Introduction To Prosperous Investing — The First Appointment

Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 


Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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