Broker Check

 

 
6800 College Boulevard
Suite 630 
Overland Park, KS 66211

 913.890.8767

Divider

  
12340 El Camino Real
Suite 300
San Diego, CA 92130

858.230.8440 

Plan Sponsors

A retirement plan sponsor must act as a prudent expert under the Employee Retirement Income Act of 1974 (ERISA), and is held to a fiduciary standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues.