Articles & Videos Archives

Dollar Cost Averaging

~ Article by Kevin Ellman, CFP ®

In this article and featured video, Kevin Ellman CFP® discusses the benefits of Dollar Cost Averaging. Most people working today have had some experience with Dollar Read More...

Dividends Part 1

~ Article by Kevin Ellman, CFP ®

Dividends Part 1 with Kevin Ellman CFP® I love dividends. I have been a big fan of stock dividends for many, many years. In today's investing climate I think dividends Read More...

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To get started with a complimentary 401(k) Plan review simply provide the following documents.

For401(k) Plans:

Current Plan Adoption Agreement
408(b)(2) Notice (Participant Level Expenses – Fee Disclosure)
404(a)(5) Notice (Plan Level Expenses – Administrative Portal / Record Keeper or TPA)
Summary of Plan Description
Investment Policy Statement (IPS – Current / Most Recent)
Latest/Last Plan Review (Date Provided / Delivered)

For Health and Welfare Benefit Plans:

Current Employee Census (Include Home Zip Codes)
Plan Benefit Summaries (ERISA Summary Plan Description / SPD)
Last Two Years Paid Claims by Month (Include Employee Counts by Month / 100+ Lives)
Last Two Years Renewal Package
Current Rates / Fees / Expenses
Large Claim Data (All Claims Over $25,000 / With Diagnosis if Available)

Dollar Cost Averaging

Dividends Part 1

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