401K Fiduciary Services

If you are a plan sponsor, do you understand all your fiduciary responsibilities?  They go far beyond signing a document or completing a census. You are personally and professionally liable for compliance and ever-changing laws involved. Do you have the time to run your business as well as manage your 401K plan? 

Milestone Asset Management Group, which is positioned with Peter M. Bakker Agency, shares these fiduciary responsibilities and would love to help. Michael Mezheritskiy, president of Milestone, can help with the management of your company’s retirement plan by acting alongside you as an approved “3(21) fiduciary”. As a trustee, you are responsible for managing the assets of the plan and evaluating the success of the plan. You must make sure there is a prudent diversification of the funds. Is this a responsibility you want to handle on your own? Learn more about how  Milestone Asset Management Group will assist you in meeting your compliance responsibilities.

A well thought out plan will entice employees to be a part of the plan so they can save for their retirement with confidence.

Contact Michael at Milestone Asset Management Group to help guide you through your financial planning.

Bakker Agency • Main Office: 302 West Main Street, Suite 206 • Avon, CT 06001 • 860-676-1957
Branch Office: 4 Bridge Street • New Hartford, CT 06057 • 860-379-8555
Member of New England Insurance Alliance