1060 Maitland Center Commons
Suite 360
Maitland, FL 32751
Phone: 866-625-4611
Fax: 407-740-6113
Email: info@fiduciaryfirst.com
Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.
This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.