Are you looking to improve the benefits you offer to your employees?
Are you trying to attract talented candidates or retain quality employees?
Maybe you want to reward your staff and give them more reasons to stay loyal to your company.

In this video Lee and Marsha share their 4 step process to help you choose the right retirement plan for your business, and select a quality team to help you operate that plan.

The 4 steps are:
1. Design the right kind of plan – talk to a Third Party Administrator (TPA)
2. Clarify your Plan-Advisor’s service model
3. Select your record keeper
4. Implement

This process is designed to help you vet plan service providers and make an informed decision at each step of the way towards implementing your plan.

To learn more about Turning Point Wealth Management, you can visit our website or find us on social media at the links below.

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LEARN MORE ABOUT: Qualified Retirement Plans

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