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  • www.theplanadvocate.com
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The Plan Advocate is a team of such specialized advisors within Independence Square Advisors - an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer... We are The Plan Advocate at..
Relevance: 10.948546
  • www.cpmfinancial.com
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Commonwealth Pension Management will deliver the Support, provide the Service, and offer the Guidance your plan deserves. Our goal is to translate our knowledge into improvements in plan performance and retirement outcomes, and helping to simplify..
Relevance: 10.689563
  • retirementsolutiongroup.com
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Retirement Solution Group creates customized retirement benefit solutions for businesses who value saving today to plan for a better future-for their business and their employees. RSG provides a fully managed service for clients specializing in..
Relevance: 10.673434
  • www.imagineer.org.uk
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Imagineer Development UK CIC is a social enterprise based in the North of England with a national reach... At Imagineer, we are experienced in creatively working alongside people who are developing their Support Plan or Person Centred Plan helping..
Relevance: 10.536394
  • www.plannavigators.org.au
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Plan Navigators started in mid-2018 as a division of Inclusion WA to assist people with disability to take an increased level of control of their funding and their services. Growing out of Inclusion WA, Plan Navigators draws on the 30 years of..
Relevance: 10.492246
  • fiduciarywise.com
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Our mission at Fiduciary Wise is to alleviate as much fiduciary responsibility from plan sponsors as possible and effectively achieve success and compliance in the management, investments, and administration of their retirement plan by focusing on..
Relevance: 10.466063
  • 401kpensions.com
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When designing a plan it is important to take into consideration that having a plan will mean that the business more likely than not will need to make employer contributions to the plan on behalf of all eligible employees. The design of the plan is..
Relevance: 10.429056
  • waypointfinancialadvisor.com
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Waypoint works with organizations and individuals across America to create strategies for plan sponsors, plan participants, and those seeking to chart a course for their financial goal... For corporate retirement plan sponsors, Waypoint simplifies..
Relevance: 10.41644
  • healthlucid.com
Employees pick the optimal plan and allocate the right FSA/HSA based on their expected usage, tax rates, premiums & plan design... Help employees select the most cost-effective plan based on their estimated healthcare usage, available plan and tax..
Relevance: 10.404569
  • retirementplanconsultants.info
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Retirement Plan Consultants delivers what clients need to get the most from their retirement plans. We provide custom plan design, complete setup and conversion, and hands-on services for plan operation and administration. Whether your client is..
Relevance: 10.367927
  • www.theplanadvocate.com
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We are The Plan Advocate at Independence Square Advisors, an independent consulting practice advising retirement plan sponsors as investment fiduciaries. We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their..
Relevance: 10.354363
  • www.fbdcg.com
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Our firm is dedicated to the financial success of every client (both corporate and individual), whether this means meeting performance goals, mitigating excess risk, managing tax consequences, proper planning for future events, asset-transfer..
Relevance: 10.330992
  • www.wggfinancial.com
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WGG Financial is an independent, multilingual retirement plan firm focusing on underserved markets, lacking the resources necessary to provide the ideal retirement plan for their employee population... WGG Financial has positioned itself to help..
Relevance: 10.313954
  • www.wealthbridge.org
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Wealthbridge is Institution Solutions' flagship retirement plan services offering. We've developed Wealthbridge in partnership with the Vision Point Advisory Group, a team of specialized retirement plan advisers dedicated to providing an exceptional..
Relevance: 10.309247
  • capitalizenetwork.com
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Plan. Prepare. Implement. Capitalize Network is a transaction advisory firm that helps business owners plan, prepare, and implement their ideal business transition... We combine decades of experience in M&A and entrepreneurship with deep expertise..
Relevance: 10.303635
  • planofgeorgia.com
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PLAN of Georgia is a non profit organization created by families to help other families in metro Atlanta challenged by a common concern: how can we best plan for the present and future care of a family member living with a serious mental illness or..
Relevance: 10.293524
  • www.401k403bfa.com
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401(k) & 403(b) Fiduciary Advisors specializes exclusively in the corporate and non-profit retirement plan marketplace. We provide consulting and fiduciary advisory services to plan sponsors for both defined contribution and defined benefit plans.....
Relevance: 10.274741
  • www.youplanonit.com
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Our Mission is a simple....to assist YOU in living out YOUR life plan!... Plan On It is a single resource for individuals, age 55 to 85 plus, and their families to utilize in reviewing their life plan as they transition into their older adult life...
Relevance: 10.274372
  • claimplan.net
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Claim Plan is a group of independent financial professionals who are passionate about helping people in their community get the most out of their hard earned Social Security benefits in a process we call "Your Claim Plan."... That's where Claim Plan..
Relevance: 10.253575
  • www.fi401k.com
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Fi401k is an organization dedicated to supporting retirement plan fiduciaries and insulating them from adjunct liability associated with offering a workplace retirement savings plan... Fi401k provides a standardized Investment Policy Statement (IPS)..
Relevance: 10.249362
  • www.powerpas.com
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The Power Pioneers Association of Saskatchewan (PPAS) was formed after meetings held in September/October 1996 at Regina and Saskatoon. Members, particularly retirees of SaskEnergy, SaskPower & TransGas, under the Power Corporation Superannuation..
Relevance: 10.230916
  • www.srpretire.com
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Strategic Retirement Partners is an independent retirement plan consulting practice whose professionals advise on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and managing..
Relevance: 10.225226
  • www.pointoak.com
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PointOak Retirement Advisors is a leading consulting practice whose professionals specialize in helping plan sponsors achieve successful retirement plan outcomes for their company and employees. We serve as advocates for plan fiduciaries, working..
Relevance: 10.215928
  • www.srpretire.com
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A bit of history: The acquisition of 401(k) Advisors, Inc. by NFP served as a catalyst for the formation of Strategic Retirement Partners (SRP). Shortly following the event, a super-majority of 401(k) Advisor affiliates pooled human resources and..
Relevance: 10.204536
  • apspensions.com
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An APS Plan offers a solution to the costly and restrictive "bundled" service providers. Our Plan allows for the business owner to provide a turn key approach to plan design and implementation. We work closely with your Financial Planner on,..
Relevance: 10.134775
  • lifepathlaw.com
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We at LifePath Law, APC, believe in providing services in a way that clients can easily understand and meaningfully participate in designing and maintaining their estate plan for their loved ones, as well as be assured that their plan will be..
Relevance: 10.115486
  • advisorskare.com
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We support advisors by working directly with their plan sponsor clients, plan participants, investment committees, and other plan providers servicing retirement plans on their behalf...
Relevance: 10.107229
  • www.stradlinglaw.com
As many employers now know, Senate Bill 553 ("SB 553") mandates that covered employers implement their written Workplace Violence Prevention Plan(s) and employee training programs by July 1, 2024. On March 1, 2024, Cal/OSHA released a model Plan..
Relevance: 10.093256
  • fiduciaryedge.com
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Fiduciary Compliance Corporation is a FinTech company that provides compliance technologies and workflow management solutions for retirement plan sponsors, plan fiduciaries, trustees, and aggregated plan providers (PEPs, MEPs, etc.). In addition, our..
Relevance: 10.057033
  • lavenderplanmanagement.com.au
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Lavender Plan Management is an NDIS registered provider. Our role is to take the stress of your NDIS finances away from you. The cost of Plan Management is covered by the NDIS so there is no additional cost by your nor does it affect any other..
Relevance: 10.051155