Are you satisfied with the service, fees or performance of your current retirement plan program?
Are you worried about low employee participation or whether your plan is in compliance with regulation 404(c)?
If any of these issues are a concern for you, I can help. I have spent years dedicated to seeking to improve company retirement plans and increasing employee participation. I specialize in educating individual investors on everything from the importance of investing in a 401(k) plan to investment selection and allocation. Employee education and participation are two of the keys to a successful 401(k) plan. A high rate of participation will also allow key employees to contribute a higher deferral percentage. All of these issues and many others are concerns for all plan sponsors.
I have been advising affluent families, businesses and institutions for sixteen years. Over the years I have demonstrated knowledge and skill in retirement alternatives and plan designs for individuals and businesses specializing in qualified and non-qualified retirement plans.
As your 401(k) Advisor, I will continually provide an objective evaluation of your company’s retirement plan needs & strive to deliver targeted, flexible solutions based on your criteria. My job is to explore and look out for your interests, as well as the interests of your company’s employees, throughout the life of the plan and, most important, to be there whenever and for whatever you need.
Complimentary Audit Includes:
*Benchmark of fees, expenses and administration of current plan.
*Investment suitability and fiduciary liability.
*Morningstar report of all current holdings.
*Analysis of employee education and guidance.
*If no retirement plan, then plan recommendation.
Call my assistant, Kris, to set a time we can discuss your current retirement plan in more detail.
Meet Your 401(K) Advisor
Are you satisfied with the service, fees or performance of your current retirement plan program?
Are you worried about low employee participation or whether your plan is in compliance with regulation 404(c)?
If any of these issues are a concern for you, I can help. I have spent years dedicated to seeking to improve company retirement plans and increasing employee participation. I specialize in educating individual investors on everything from the importance of investing in a 401(k) plan to investment selection and allocation. Employee education and participation are two of the keys to a successful 401(k) plan. A high rate of participation will also allow key employees to contribute a higher deferral percentage. All of these issues and many others are concerns for all plan sponsors.
I have been advising affluent families, businesses and institutions for sixteen years. Over the years I have demonstrated knowledge and skill in retirement alternatives and plan designs for individuals and businesses specializing in qualified and non-qualified retirement plans.
As your 401(k) Advisor, I will continually provide an objective evaluation of your company’s retirement plan needs & strive to deliver targeted, flexible solutions based on your criteria. My job is to explore and look out for your interests, as well as the interests of your company’s employees, throughout the life of the plan and, most important, to be there whenever and for whatever you need.
Complimentary Audit Includes:
*Benchmark of fees, expenses and administration of current plan.
*Investment suitability and fiduciary liability.
*Morningstar report of all current holdings.
*Analysis of employee education and guidance.
*If no retirement plan, then plan recommendation.
Call my assistant, Kris, to set a time we can discuss your current retirement plan in more detail.
Bahr Advisory Services of
Raymond James & Associates, Inc.
919-484-1249 | 888-228-0931
John.Bahr@RaymondJames.com | www.johnkbahr.