It’s Time for Back-to-School for Fiduciaries and More in Our Latest Retirement Newsletter
Sep 17, 2020
Our latest issue of Retirement News is designed to keep you informed of current trends and information regarding retirement plans. And, the Participant Corner is designed for you to pass on to your plan participants.
In this issue, we discuss:
It’s That Time Again! Back-to-School for Fiduciaries
Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors, Inc. (GFS). Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Agents are associated with Ganim Insurance Consultants, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial, GFS or GIC. Ganim Financial, GFS, GIC, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
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There are no warranties implied. GFS Wealth Management Advisors, Inc. (“GFS”) is a registered investment adviser located in Bridgeport, CT. GFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GFS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GFS’s web site on the Internet should not be construed by any consumer and/or prospective client as GFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GFS, please contact the state securities regulators for those states in which GFS maintains a registration filing. A copy of GFS’s current written disclosure statement discussing GFS’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GFS upon written request. GFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GFS’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.