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Retirement Services & Financial Advisors​ - Serving Columbus & Beyond

NO “ONE-SIZE-FITS-ALL” 401(k) PLANS

Submitted by Life, Inc. Retirement Services on October 30th, 2017

401k Advisors Investment Fees plan design Solo 401k DOL 401k Fees Fiduciary proactive 401k Administrator

Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of.

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​Does Your Plan Sponsor Fidelity Bond Coverage still leave you Vulnerable?

Submitted by Life, Inc. Retirement Services on December 27th, 2014

401k Advisors Solo 401k DOL ERISA Fidelity Bond Fiduciary 401k Fidelity Bond Fiduciary Insurance

Generally, anytime an employee or contractor is hired to a position that handles any aspect of a company’s finances – from cashiers to CFOs – are required to be bonded by their employer. In such cases bonds are purchased as protection against fraud, theft, or other instances of dishonesty that result in financial loss to the company.

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