Personal Information
Unternehmen/Arbeitsplatz
Greater Salt Lake City Area United States
Beruf
SVP, Retirement Plan Advisor- 401k Advisors Intermountain
Branche
Finance / Banking / Insurance
Webseite
http://www.401kaim.com
Info
401k Advisors Intermountain (401kAIM) is an independent retirement plan advisory firm dedicated solely to the retirement plan market for over 25 years. We focus our efforts on one specialty, retirement plans; because our clients and their employees deserve our full attention. Our professionals possess significant industry experience and training and have access to unparalleled resources.
401kAIM is in business solely to serve our clients, a business that’s essential to their success but peripheral to their focus. We take the work off clients’ shoulders, including helping to design the optimal retirement plan for their specific demographics, managing it in a cost-effective way and overs
Tags
fiduciary
408b2
fee disclosures
401k
advisor
rfp
benchmarking
retirement plan
fee policy
404a5
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