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We can also help you to determine retirement (employer) plan suitability for small business owners, and reviewing plan documents to determine features and provisions.
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* Please note
· IRA Technical consulting is limited to responding to technical questions about the rules and regulations that govern IRAs.
· Work that falls out of the scope of technical consulting are subject to fees outside of IRA consulting retainership packages. These include working with financial institutions to correct distribution mistakes, editing content, writing articles, writing whitepapers, and providing customized or private training.