LJCooper's Total Retirement Plan
LJCooper Wealth Advisors has teamed up with Loring Ward to provide 401(k) advisory services for small businesses. Together, we provide an easy solution to the impending Department of Labor 401(k) disclosure requirement.
LJCooper's Total Retirement Plan offers a 401k platform with complete fee transparency.
We are partnering with Fiduciary Benchmark and Loring Ward to provide state-of-the-art and ERISA compliant plan benchmarking and no hidden fee 401k plans using the academically acclaimed Dimensional
Advisor Funds (DFA).
If you can answer "yes" to all of the following questions, you don't need us! Are you:
1. Satisfied with your 401k plan fees, personnel and investment options?
2. Going to be able to retire when and how you desire?
3. Ready for the pending regulations that will affect your company's 401k plan?
4. Unconcerned about legislation placing more responsibility on you to know your plan's investment options and fee structure?
If you answered "no" to any of those questions, we can help!
LJCooper to cover cost for 401k plan benchmarking service:
This independent service can provide key information about your plan and specifically meet labor regulations under ERISA and pending changes to section 408(b)(2).
To qualify, your company must meet the following criteria:
1. Fewer than 250 employees
2. Under $10,000,000 in your company retirement plan
3. An HR Director or Owner that wants face-to-face professional help with your 401k plan
4. The desire to save money, reduce stress and focus on growing your business
5. A need to attract and retain better talent to your organization
6. Want a well-managed, straightforward retirement plan with no hidden fees
7. Employees who are worried about retirement
8. Would like a financial professional to assist in educating your staff and provide direction for you and your employees
Get on the educated path about your 401k Plan by viewing these insightful videos:
CBS 60 Minutes, The 401k Fallout, April 19, 2009
Bloomberg TV, The Hidden Fees in 401k Plans, March 2008
For a free DVD of the entire Bloomberg program, contact us at: advisor@ljcooper.com