Were you aware that new Fee Disclosure Rules will affect your business?
In 2012, the Department of Labor will be requiring all companies to inform both plan sponsors and plan participants of all of the compensation they are receiving. You will also have to tell your employees how much of that money is coming directly out of their accounts.
Complying with these requirements can be overwhelming. Add current regulations changes to your existing plan and you may not have all the critical information you need.
What should you look for when choosing a trusted retirement plan specialist for your business?
Choose a specialist who will ensure you have the right type of retirement plan in place, who will assist you in maximizing savings into your plan, who will act in the best interests of you and your business and who will help you meet your fiduciary duty as plan sponsor. Your money should work for you, the owner, and your employees.
How soon should you start?
It is critical for you to review your existing plan now. Improvements should be made so you have in place the best plan for you and your business prior to January 1, 2012.
Who is best to assist you?
Rick Epple, CFP®, president of Epple Financial, is an expert fee-only certified financial planner, who offers personal and direct guidance to small business owners, many of whom are starting to think seriously about retirement. He has been selected by Dental Practice Report Magazine as one of the “2011 Best Financial Advisers For Dentists”. A member of multiple associations including NAPFA, Northern Dental Alliance, MD Preferred Financial Advisor, and charter member of All Financial Advisors, clients can rest assured that EFA is a trusted firm that keeps their best interests in mind.
As an independent Rick is not tied to any one company. This allows him to tailor a plan or plans specifically to you and your business. Your goals are his goals. Let Rick educate you and your employees on understanding your retirement plans while taking advantage of its benefits.
We at EFA work in our client’s best interests to understand their unique issues and create a flexible but clear and direct road map to achieve their goals. This consists of a comprehensive and integrated wealth management plan and corresponding unbiased custom solutions. Our plans will continue to guide and protect clients in the years ahead, regardless of changing market and economic conditions.
What is your next step?
We offer a complimentary business plan review. Contact Rick Epple at firstname.lastname@example.org or 952-470-5049.