Our president, Mary Jo Innis, was recently featured in Fiduciary News’ article, ‘3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time.’ In the article, Mary Jo shares her insights on how pooled employer plans (PEPs) can significantly reduce the administrative burden and fiduciary responsibilities for small business owners, enabling them to focus on what truly matters—growing their business and supporting their employees.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please contact your Financial Professional. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and investment Adviser, Member FINRA / SIPC. McInnes Group is independently owned and operated.
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Phone: 615.250.7600
Fax: 615.250.7638
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The R.O.W. Group is not affiliated with, endorsed by, or in any way connected to T. Rowe Price.
