Wondering how to help your 401(k) plan and committee succeed? Explore our Retirement Leadership Insights newsletter: it covers simple ways to keep your plan on track!
What does a 401(k) committee do?
A committee’s work shapes the success of your plan! Read about what they focus on.
Tips for smooth committee transitions
New members on the committee? Keep things running smoothly with these tips.
Should you consider auto-features?
Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone.
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Adcock Financial Group
H. Brian Adcock
311 W. Fletcher Avenue
Tampa, FL 33612
813-935-4091
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. www.kestrafinancial.com/disclosures
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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