Does anyone have a retirement plan provider/custodian they recommend?

searcher profile

May 18, 2022

by a searcher in Cleveland, OH, USA

Looking for a referral for someone to help me choose which type of plan (SEP IRA, SIMPLE IRA, 401k, etc) is a good fit for my employees and company matching policy. Prior owners did not have anything in place.

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commentor profile
Reply by a searcher
from Saint Louis University in St. Louis, MO, USA
I suggest using a###-###-#### Fiduciary to take on some of the investment risk and limit your liability. If you don't know if your advisor is one, just ask. https://www.kitces.com/blog/401k-retirement-plan###-###-#### fiduciary-employer-limit-liability/
commentor profile
Reply by an intermediary
from University of Miami in Davie, FL, USA
Boca Retirement Strategies, Inc. 856 Broken Sound Pkwy. NW Apt. 401 Boca Raton, FL###-###-#### Chapter: Tamarac/Springs (Breakfast) Chapter Position: Member Phone: ###-###-#### Cell Phone: ###-###-#### Email: redacted Web Address: http://www.bocaretirement.com
commentor profile
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