Are you tired of 401(k) management being an afterthought in your bustling business world?
Published: May 7, 2024
We understand the challenges you face - from limited resources to time constraints, ensuring your employees’ retirement savings receive the attention they deserve can seem daunting.
That’s why we’re excited to share an exclusive video featuring Brennan McKean, Retirement Plan Specialist at Hall Financial Advisors. Brennan sheds light on the critical aspects of 401(k) plan management and unveils how our team at Hall Financial Advisors can help your business thrive in this area.
In just a few minutes, you’ll learn:
- Key considerations for 401(k) optimization
- Innovative solutions like the aggregation model
- Streamlined administrative tasks
- Expert plan monitoring and compliance
- Tailored services for your business
Ready to discuss how we can tailor our services to fit your needs?
Reach out to Brennan McKean today to start the conversation or contact our offices and we'll be in touch with you soon.
1 2024 Forbes America's Top Wealth Management Teams Best-in StateThe 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.