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Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?

Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?

August 16, 2021
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Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features and tax advantage strategies for employees and employers.

Knowing the different types of workplace retirement plans available is important so you can choose the best one for your organization.  There are not only a number to choose from, but many of the plans offer different plan options to consider.

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Adcock Financial Group

Brian Adcock

311 W. Fletcher Avenue

Tampa, FL 33612

813-935-4091

www.adcockfinancial.com

[email protected]cockfinancial.com

 

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.  https://www. kestraļ¬nancial.com/disclosures