When You Have to Tailor Your 401(k) Plan

By Ary Rosenbaum, Esq.


When it comes to clothes, you can buy a suit or a dress off the rack to wear or you can tailor a suit or dress to fit you. Having tailored clothing allows the clothing to perfectly fit your shape because our shapes are different. When it comes to 401(k) plans, most plan sponsors forget to realize that a 401(k) plan should be perfectly tailored to fit your needs and those needs change from time to time especially from the time when you set up the plan initially. This article is all about how you need to make sure that the 401(k) plan is tailored to your needs as a plan sponsor and employer.

Source: JD Supra



3500 N Rock Road, Bldg 200
Wichita, Kansas 67226
  • The Converse Team LinkedIn
  • The Converse Team Facebook
  • The Converse Team YouTube Videos
Broker-Check-by-FINRA.png
SUBSCRIBE TO OUR NEWSLETTER

Receive the latest insights and resources from The Converse Team.

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Privacy Notice.

Copyright © 2023. All rights reserved.