Adam White

Our firm also has years of experience guiding clients through pension plan buy-outs and plan terminations. In addition to gathering quotes from annuity providers, we acknowledge our co-fiduciary status when recommending the safest available annuity provider in accordance with DOL IB 95-1. My email is adam.white@riverandmercantile.com. We would be happy to set up a call to discuss how we can help you.