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Congratulations for taking the first step to a more efficient plan
Which metric are you using as a measure of plan success?
Are you completely confident with your plan investment line-up?
Do you completely understand how your service providers are being compensated?
Do you feel your participants are being serviced fully to help them achieve retirement goals?
If the audit evaluation found ways for you to improve your plan, are you willing to act on recommndations?

Thanks for sharing your feedback with us!

Call : 814-943-3660

Venn Wealth & Benefit Services, LLC, 210 E. Plank Road, Ste 1C, Altoona, PA 16602

©2024 Venn Wealth & Benefit Services, LLC

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Any strategy overviews are for descriptive purposes only and do not take into account particular investment objectives, tolerance for risk, financial situation, or needs. Not all strategies are suitable for all investors, and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the Venn Wealth & Benefit Services, LLC ​brochure (ADV Part 2 brochure & Client Relationship Summary) which is available from your Investment Advisor Representative or by contacting Venn Wealth & Benefit Services, LLC.

 

Additional information about Venn Wealth & Benefit Services, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.  Please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training.

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Contact Us

info@vennwealth.com

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Mailing Address

210 E Plank Road, Ste 1C

Altoona, PA 16602

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