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Does anyone have a one to two page marketing document for selling safe Harbor plan design?


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Guest jhilliard
Posted

I am looking to avoid re-creating the wheel, Does anyone have a document they are willing to share?

Thanks

Jim

Posted

I would try the larger Plan "providers", Manulife, Principal, ADP, Fidelity, Vanguard etc.

George D. Burns

Cost Reduction Strategies

Burns and Associates, Inc

www.costreductionstrategies.com(under construction)

www.employeebenefitsstrategies.com(under construction)

Guest jhilliard
Posted

Thanks, I have a call into several of them now!

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