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160 Gould Street
*Note- Employee Benefit Plans are outsourced to outside providers – Recommendations available upon request.
We offer a comprehensive series of educational modules that can be tailored to your company’s specific needs.
Through working with The 401k Concierge’s Executive Resources, executives and trustees gain the foundation to create a comprehensive plan specific to their unique needs – one that takes a strategic look at risk, reward, time horizon, liquidity needs, inter-generation planning, tax issues and other considerations. Topics include: