by Taylor Brown | Jun 26, 2023
Charles, I had to take a moment to reach out to you to let you know how much help Jodie Johnson was in helping a new client transfer in assets to a new plan. This process can be extremely frustrating if not executed properly and certainly can reflect badly on all...
by Taylor Brown | Jun 26, 2023
Dear Larry, thank you for your e-mail. I must tell you…this is refreshing! In all the years that this DB plan has been in effect I have not received updates, information and forms from any of the three previous actuarial firms. I had to chase them to get a beneficiary...
by Taylor Brown | Jun 26, 2023
As we have successfully completed the migration of our 401(k) savings plan, I wanted to say thank you to everyone involved. Your support and expertise contributed to a smooth transition and a great sense of teamwork. Thanks again to all involved for your help over the...