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401(k) Services

Unique plan structure offers numerous advantages and administratiative

  • 1 小
  • Price Varies
  • Gold Meadow Way

服務說明

a. Mitigates Fiduciary Liability for the Employer b. Plan Pays for Audits, Not the Plan Sponsor c. Effective Use of Economies of Scale to Lower Costs d. Lowers Administrative Burden e. Flexibility f. Strong Partners

連絡人詳細資料

  • 2377 Gold Meadow Way, Gold River, CA, USA

    916-758-9218

    kimmy.wan@globalwealthadvisor.com

Based in California

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at www.adviserinfo.sec.gov. Individual securities licenses and disclosure are available through https://brokercheck.finra.org, or upon request.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

 

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