I have heard consistently from current clients and prospective clients that there is nowhere to turn when you have questions about the design, administration or best practices associated with your company’s benefits plans. It is my goal to give you short articles and snippets of information that you can use to become a more effective, efficient, and confident administrator of your plan. I would also encourage any of my readers to send me your own best practices tips. I would be happy to share them on your behalf on this blog for the group to learn from.
The A-Team famously said in the 80’s, “I love it when a plan comes together.” I feel the same way; it’s just a 401(k) plan.
Jamie Kertis, AIF®, QKA
Retirement Plan Specialist
Grinkmeyer Leonard Financial
1950 Stonegate Drive / Suite 275 /Birmingham, AL 35242
Office: 205.970.9088 / Toll-Free: 866.695.5162