What should plan sponsors know about the CARES Act? Everything from eligibility to the four stimulus options! Contact us to stay informed!


Joanna Amberger PictureJoanna Amberger

CERTIFIED FINANCIAL PLANNER™

3 Financial Group



1888 Kalakaua Avenue, Suite C312

Honolulu, HI 96815

808.791.2925

www.3FinancialGroup.com

 

 


Running a successful business is complicated and your retirement plan is an important piece of the puzzle. Regulators are putting increasing pressure on business owners who run retirement plans for their employees. Working with a financial advisor who can support you with your fiduciary requirements can help ease that burden. Plus you can have a plan that is easy to manage, while providing your employees with a convenient vehicle to save for retirement. We work with you to design and implement smart retirement plans that fit your unique goals.

 

 

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

 

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