Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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Stephen Cunha CFP®, C(k)P™, AIF, CLU®, CRPS, CLTC STEPHEN CUNHA Aspiring to be your "Re rementCFO™" 301 Edgewater Place Suite 200 Wakefield, MA 01880 781-876-4113 scunha@baystatefinancial.com www.Re rementCFO.com www.SelectRe rementPlans.com Voted a Top 100 401k Adviser by Planadviser Magazine The Financial Times Voted Top 300 Most Influen al in Re rement Plans by the 401k Wire Steve Cunha is a registered representa ve of and offers securi es, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. 19 Clarendon Street, Boston, MA 02116 617-585-4500. Select Re rement Plans and its recordkeeper are not affiliated with MML Investors Services, LLC. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal a orney legal or tax counsel for advice on specific legal and tax ma ers. CRN201904- There's a better way to offer a retirement plan to your employees… There have always been challenges when managing a 401(k) or 403(b) plan for any company. The sheer amount of administra ve tasks, employee no fica ons, benchmarking requirements and just the overall me and resources required can be overwhelming. There is also significant corporate and personal liability that your company faces. However, I am happy to say that I have a solu on to make offering a re rement plan so much easier. The Solution? We've created the Select Family of Re rement Plans, a program that's designed to help you mini- mize the workload and liability associated with offering a 401(k) or 403(b) plan. By reducing adminis- tra ve burdens, we allow you to focus on improving your employee's savings and investment behav- iors through a robust educa on campaign which can help them improved their re rement. Tell Us More… Employers who choose to adopt one of the Select Plans pool their re rement plans together into a custom designed Mul ple Employer Plan. In this structure, we greatly streamline the plan oversight and administra ve process. Before to have similar benefits, employers had to be part of an industry associa on, but now, we can make this available to any employer with more than $1 million in as- sets. Why the Select Retirement Plans? The Select Re rement Plans have many benefits, but employers are most thrilled with being able to outsource the vast majority of administra ve tasks and fiduciary liability. The program eliminates the costly staff-hours associated with investment commi ees mee ngs and the associated liability while s ll allowing you to control all of your plan design provisions. We also offer seamless payroll integra- on and full fee transparency. How Do We Get Started? Our experienced team is ready to help possibly enhance your 401(k) or 403(b) Plan today. The me is now. Visit our website at www.SelectRe rementPlans.com and Click the Request Plan Proposal box. You will be able to provide us with some basic plan informa on so we can create your customized plan proposal and fee comparison. Join other like-minded employers who are enjoying a be er way to offer a re rement plan to their employees.