Pacific Retirement Planning 401 (k) Service Plan
       

1. Overview
1. Your retirement plan should offer a real variety of options;
2. These options should have specific objectives;
3. Employee education should include enrollment, reviews and distribution planning;
4. High fees can erode investment returns.

 

2. Plan Sponsor Support
1. Simplify and assist with administration;
2. Create and update your “Investment Policy Statement”;
3. Quarterly or semi-annual investment reviews;
4. Enrollment and termination processing.

 

3. Participant Support
1. Conduct enrollments in a way that is motivational and easy to understand;
2. Ongoing participant reviews;
3. Educate employees for the distribution and income phase of retirement.

Please consult your tax and legal advisors regarding the consequences of establishing and maintaining an employer-sponsored retirement plan.

Securities offered through Transamerica Financial Advisors, Inc. A Registered Broker/Dealer and Investment Advisor Member FINRA and SIPC
Kempf & Co 8195 166th Ave NE Suite 100
Redmond, WA 98052
(425)-881-8573
This information is intended for use by residents of OR, WA, CA, CO, NM, TX, IA, FL. Securities related services may not be provided to individuals residing in any state not listed above.