Congress is placing a heavy emphasis on employee retirement education. They need to know how much they are paying for their investments, which investments are right for them and how much of their retirement income will need to come from their retirement savings. Ironwood Retirement Plan Consultants can assist the Plan Sponsor by establishing an education schedule and meeting with employees as a group and/or at one-on-one meetings. These services can be provided on site, via webinar, or over the phone. In many cases, we will walk participants through their account and help them make changes in an effort to improve their likelihood of success at retirement. Documentation of education and advice services will be provided for the client's fiduciary file.
Ironwood Retirement Plan Consultants
Office: 661-735-1558
Fax: 661-840-5571
5060 California Avenue, Suite 600
Bakersfield, CA 93309
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC., Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Barnes Wealth Management Group are not affiliated companies. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency
The Purshe Kaplan Sterling Investments representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), Michigan (MI), Oklahoma (OK), Oregon (OR), and Pennsylvania (PA).
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