Lowest Fund Fees = Highest Rate of Return
We look forwarding to providing you a Mutual Fund Mathematical Advantage
Adam Kelly - Founder
(952) 405-9000
EVERY FRIDAY 12 NOON CENTRAL TIME
"Reducing the cost of investing is the only sure way to improve investment return"
Ted Benna's Investment Advice - "Father of the 401(k) Plan"
2008 - Adam Kelly contracts with ePlan Services, Inc.
2011 - ePlan Services, Inc. acquired by Paychex and becomes an Wholly-Owned Subsidiary
( New Release CLICK HERE )
"PRIVATE" WHITE LABEL PARTNER
ePlan Services, Inc.
(Since 2008)
More Fee's = Less Money In Retirement
PLEASE WATCH THE VIDEO
2013 - PBS FRONTLINE
( Founder Adam Kelly & Family )
1. EASY TO FOLLOW ENROLLMENT VIDEO
2. Consider watching the enrollment video 2 - 3 times
3. Speak with a CFM Advisor Monday thru Friday and discuss implementing your own 401(k) Strategy
Click on the pic to watch >>>>>>>>>>>>>>>
401k eSolution Website - CLICK HERE
2004 Ted Benna & Adam Kelly
30th Aniversary of the 401(k) Plan
Ted Benna the "Father of the 401(k)"
a GALLON OF GAS is a GALLON OF GAS
WHY WOULD YOU EVER OVERPAY AND HAVE LESS MONEY?
How Much Money Are You Overcharged?
Please Watch The Video
NEW YORK - BOSTON - CHARLOTTE - MIAMI - CHICAGO - MINNEAPOLIS - DALLAS - DENVER - LAS VEGAS - PHOENIX - SAN DIEGO - LOS ANGELES - SEATTLE
ePlan Services, Inc. - Recordkeeping Fee Charge Schedule
Based on Total Plan Assets Combined
Each Participant with a "Asset Balance" will be charged a Quarterly Recordkeeping Fee by ePlan Services, Inc.
HARD DOLLAR EMPLOYER FEE IF BELOW $750K IN PLAN ASSETS - VIDEO PRESENTATION - CLICK HERE
a MUTUAL FUND is a MUITUAL FUND
WHY WOULD YOU EVER OVERPAY AND HAVE LESS MONEY?