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Optimizing 401(k) Plan Administration: Q4 Newsletter

Optimizing 401(k) Plan Administration: Q4 Newsletter

November 13, 2023

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide valuable insights on end of year administrative tasks, plan headaches to avoid and tax strategies for business owners.

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Adcock Financial Group

Brian Adcock

311 W. Fletcher Avenue

Tampa, FL 33612

813-935-4091

www.adcockfinancial.com

[email protected]

 

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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