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Coles 401K Rescue: Why Your Employees Hate Your 401k and How to Fix It Like a Fiduciary at Village Green Shopping Centre in Vernon, BC
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WARNING FOR BUSINESS OWNERS: "If Your 401K Plan Is Out Of Compliance, You Likely Won't Know Until It's Too Late And You've Been Personally Sued Or Fined."Author J.D. Kaiser, MBA, is an Accredited Investment Fiduciary(R) and has taught retirement classes for over 20 years, and owns a Registered Investment Advisor firm. JD's experience as an educator, fiduciary and advisor gives him a unique perspective on how to rescue what might be your biggest asset. 401K Rescue is a "how to" for business owners and executives who want to reduce costs and liability, monitor performance, and comply with regulations. Let J.D. help turn your 401K into a state of the art Plan using the latest FinTech tools.Author J.D. Kaiser Asks The Tough Questions You Need To Know: - If your plan was audited by the Department of Labor, would you pass?- Do you understand your fiduciary responsibilities? The Department of Labor Requires Your Compliance to Act as a Fiduciary. - Are you working with a broker or fiduciary advisor and what's the difference to you?- Is an experienced advisor helping your employees with retirement planning and personal investment advice?You should read this book if you have any role in the management of your company's 401K.
WARNING FOR BUSINESS OWNERS: "If Your 401K Plan Is Out Of Compliance, You Likely Won't Know Until It's Too Late And You've Been Personally Sued Or Fined."Author J.D. Kaiser, MBA, is an Accredited Investment Fiduciary(R) and has taught retirement classes for over 20 years, and owns a Registered Investment Advisor firm. JD's experience as an educator, fiduciary and advisor gives him a unique perspective on how to rescue what might be your biggest asset. 401K Rescue is a "how to" for business owners and executives who want to reduce costs and liability, monitor performance, and comply with regulations. Let J.D. help turn your 401K into a state of the art Plan using the latest FinTech tools.Author J.D. Kaiser Asks The Tough Questions You Need To Know: - If your plan was audited by the Department of Labor, would you pass?- Do you understand your fiduciary responsibilities? The Department of Labor Requires Your Compliance to Act as a Fiduciary. - Are you working with a broker or fiduciary advisor and what's the difference to you?- Is an experienced advisor helping your employees with retirement planning and personal investment advice?You should read this book if you have any role in the management of your company's 401K.
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