sponsored retirement plan

Press Release: Financial Times Top 401 Retirement Plan Advisors 2015

FOR IMMEDIATE RELEASE: May 28, 2015

Jonathan R. Broadbent                      

Plan Partners LLC

440-345-8003

jonathan@planpartners.net

NORTHEAST OHIO FIRM STAKES CLAIM AMONG COUNTRY’S ELITE

The Very High Cost of Waiting to Save for Retirement

Are You Retiring Within the Next 5 Years?

Retirement Plans Often Rife With Conflicts of Interest

The following article first appeared in NerdWallet.com and Christian Science Monitor in April 2015 | posted in Advisor Voices

Retirement Plans Often Rife With Conflicts of Interest

By Jonathan Broadbent

 

What is Universal Plan Truth #26?

If your Plan Adviser’s firm has words like “Capital” or “Wealth Management” in the title, they’re probably brokers.

What is Universal Plan Truth #25?

If your Plan Adviser talks a lot about one investment or product, you probably have a broker.

What is Universal Plan Truth #24?

 

What is Universal Plan Truth #23?

You should never trust a “Trust" company unless they earn it.

What is Universal Plan Truth #22?

If someone claims to be highly successful at IRA rollovers, they’re probably not going to also be very helpful to your Workplace Retirement Plan.

What is Universal Plan Truth #21?

A Plan Partner is always more objective than a broker or agent. (Okay, we may be a bit biased on this one, but our bias is toward you, not a product or commission.)

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The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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