Hot Deal
Addison Advisors LLC

Free Company Retirement Plan Assessment
Your fiduciary responsibilities are changing!  The Department of Labor is adding new requirements for company retirement plan fiduciaries in 2012.  If your company sponsors a retirement plan for its employees, you need to understand the new rules and perform an assessment of your plan's compliance.  Addison Advisors is now offering a free retirement plan assessment that will:
  • Review the New ERISA Requirements. 
    • What's rules are changing? 
    • How do the changes impact your business?
  • Assess the quality of your company's retirement plan. 
    • How do your plan's fees stack up? 
    • Are you offering employees a quality list of investment options? 
    • Do you have any major compliance gaps?
  • Provide recommendations to improve your plan.
    • What actions can you take to address any deficiencies?

Contact Don Devost to discuss how Addison Advisors can work with you to perform this vital assessment - free of charge!


For more information:
phone:  (802) 377-0998
email: don@addisonadvisorsonline.com
website: http://www.addisonadvisorsonline.com

Valid: September 4, 2011 – December 4, 2011

Addison County Chamber of Commerce