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?
$9.00
Over the last 25 years we have developed and refined a process we refer to as The Introduction To Prosperous Investing. It’s a four step approach that ensures we lay the groundwork for a prosperous investment strategy to meet your personal needs, your goals, and your vision, whatever that may be.
When you schedule your appointment, we will send you
The Introduction To Prosperous Investing
To schedule your first appointment simply use the form below, or call us at 801-545-0696
We’re here to help you have peace of mind with your investments so you can enjoy retirement how you’ve always envisioned.
© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, fee-only, Registered Investment Advisory firm.