wealth-web-estate-4-2016

~ Article by J Atkinson

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The Wealth Preservation Solutions
Principals and Key Staff

Dennis J. Amico
Chairman
(201) 632-2037damico@wpsllc.net
Kevin Ellman
CFP® and CEO
(201) 632-2022kellman@wpsllc.net
Paul D. Miller
President
(201) 632-2036pmiller@wpsllc.net
Robert W. Davis
CFP®
(201) 632-2040rwdavis@wpsllc.net
Dolores White
Director of Asset Management
(201) 632-2019dwhite@wpsllc.net
Susan J. Forman
CFP®, Director of Financial Planning
(201) 632-2028sjforman@wpsllc.net
Carrie Ware
Director of Insurance Planning
(201) 632-2035cware@wpsllc.net
Matthew Waldman, CLU®, ChFC®
Managing Director of Wealth Planning
(917) 806-6047mwaldman@wpsllc.net
Daniel Tyburski
Managing Director of Wealth Management
(973) 587-5199dtyburski@wpsllc.net
Michael Csedrik
Director of Retirement Plans
(201) 632-2050mcsedrik@wpsllc.net
Meredith Fogel
Director of Investment Operations
(201) 632-2042mfogel@wpsllc.net
Belinda Traverso Flores
Senior Administrator
(201) 632-2022btraverso@wpsllc.net
Nicole Cardinal
Investment Operations Administrator
(201) 632-2029ncardinal@wpsllc.net
Kathy Liebmann
Family Office Operations Administrator
(201) 632-2025kliebmann@wpsllc.net
Mary Curry
Family Office Coordinator
(201) 632-2033mcurry@wpsllc.net
Carolyn Boscarino
Insurance Operations Coordinator
(201) 632-2031cboscarino@wpsllc.net

Our Complimentary
401(k) Stress Test

Contact us for a complimentary 401(k) Plan Stress Test. We'll do a complete analysis of your existing 401(k) plan to highlight strengths and any weaknesses. We'll bring to your attention any potential areas for improvement.

Our review will help reveal areas to:

Lower Costs
Achieve 100% Compliance
Reduce Employer Liability
Improve Employee Retention

Once you have had the opportunity to review and digest our report, you have three options:

Do nothing.
Work with your existing team to eliminate any deficiencies.
Engage Wealth Preservation Solutions to optimize your Benefits Plan.

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)

Kevin Ellman CFP® is a regular guest speaker at both corporate and public and private group events. His speaking engagements can be specifically tailored to the needs of large and small groups.

He is available to speak, conduct workshops and present seminars on the subject of financial planning, investing and estate planning for business owners, families, and affluent, individual men and women.

His background and experience make his speaking engagements highly educational and entertaining.

More about Kevin Ellman CFP®

For more information, bookings, or inquiries, email Ruth Zeitlin at rzeitlin@wpsllc.net.

Kevin Ellman on CNBC Morning Call - Portfolio Makeover

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA / SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Please access the following site to review form CRS, Reg BI and relevant disclosures. https://bit.ly/KF-Disclosures

wealth-web-estate-4-2016

The Wealth Preservation Solutions Team

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