ERISA COMPLIANCE      

With Social Security reform lurking in the air, and all the doubts about the future of Social Security, your employees are relying more than ever before on YOUR COMPANY and the retirement benefits it offers.

• Are you entirely sure that the plan you have selected and offered to your most valuable asset (your employees) is STRONG enough to carry the full weight of that burden?
• Do you know what YOUR responsibility is to ensure that your plan is offering the maximum potential gain for your employees?
• Do you believe that the broker selling you the plan really has YOUR best interest and that of your employees in mind when they sell you a plan?
• Shouldn't you be sure?

We can help. Even though a �safe harbor� has been established in ERISA Section 404(c), we have come to believe that many employees involved with company retirement plans are at risk for failure to perform required Fiduciary functions. Warren Ward Associates will help you identify your Fiduciary Responsibilities to your employees. Furthermore, we offer a series of reviews, educational meetings & specific employee advice within our customizable plans determined by your company's particular need. In doing so, we will show you how to provide employers & employees with Peace of Mind.

For more information about these services, call or email us with your name and address and we will send you a FREE informational CD and literature which explains in more detail what we do and WHY we do it. We can also set up an appointment to come by your office to discuss how we can further assist you in determining what your company's particular needs are. As always, we provide:

Financial Planning Advice as Individual as You Are ^SM

Click on the links at the bottom of this page for more information about Our Plans and Services or to read an article on this topic from Forbes Magazine. Check back periodically for new information or services.