A&G Financial Management, LLC
simplifying financial management for CORPORATIONS & INDIVIDUALS


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Happy 401(k) Day!


Today is a great reminder for participants to

  • Increase your deferal amount
  • Check your allocation
  • Update your beneficiaries
  • Set up a meeting for Financial Planning

It's also a great day for Plan Sponsors to

  • Review the services and fees of their advisor
  • Make sure all meeting minutes, Investment Policy Statements, etc are updated
  • Read their Committee Charter and renew their understanding of their fiduciary duties
  • Set goals for next year
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