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Optimize 401(k)

Optimize 401(k) Plan Administration: Q4 Newsletter

Optimize 401(k)

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide valuable insights on end-of-year administrative tasks, plan headaches to avoid and tax strategies for business owners.

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HFM Investment Advisors, LLC.

856-232-2270

401kteam@hfmadvisors.com

102 West High Street Suite 200, Glassboro, New Jersey 08028

HFM Investment Advisors, LLC is a registered investment adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and there can be no guarantee of any future performance of any investment. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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