Q4 Newsletter - Plan Design and Administration
As we approach the end of the year, consider these important topics regarding your retirement plan. This newsletter covers information that can help the efficiency and compliance of your plan. Here's a brief overview:
Retirement plan reviews
Addressing retirement plan errors
Strategies to address delayed retirement
Curious about the 2025 SECURE 2.0 Act changes and their impact on your plan? Read our newsletter to learn what's new, what's changing, and get helpful ideas to approach the new year with confidence.
Click to: Newsletter - Plan Design and Administration
If you have specific questions, set up a time with us—we're here to help. For more detailed information, feel free to contact our team directly.
Sheldon Nix, WMCP®, RICP®, C(k)P®, QPFC® and Christopher Bozzuto, CFP®
E: Sheldon.Nix@AdviserFocus.com
C: 916-475-4633
O: 916-306-7107
Exceed Wealth and Retirement Group
100 Howe AVE Suite 120-S
Sacramento, CA 95825
Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Home Office: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Products not available in all states. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Exceed Wealth and Retirement Group is not an affiliate of Mutual of Omaha Investor Services, Inc.
Exceed Wealth and Retirement Group, Inc. is not a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Exceed Wealth and Retirement Group, Inc. and Mutual of Omaha Investor Services are not affiliated. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Trading instructions sent via e-mail will not be honored.
You may contact the home office for Mutual of Omaha at (800) 350-4656 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation.
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.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.