Top Ten New Year’s Resolutions for Retirement Plan Fiduciaries
Some New Year’s resolutions are perpetual:  lose weight, exercise more,  spend more time with family and friends,  become a  better plan fiduciary.  These seasonal  resolutions may have gotten away from you last year, or perhaps your achieved your goals for 2013 and are ready to raise your target (e.g., 10 lbs. was cake and now you’re going for 20!).   In either case, while we can’t help you with your weight, we can help you become a better  retirement plan fiduciary. To get fiduciaries started down the right path in the new year, we are providing our Top Ten New Year’s resolutions that retirement plan fiduciaries should consider making for 2014: 10.          Obtain/review fiduciary liability insurance policies/riders.  Fiduciary...
Continue Reading »

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  Go to Google+  

7077 Koll Center Pkwy #120 Pleasanton, CA 
Phone: (925) 223-8868
Email: info@sierrapfa.com

All written content on this website is for informational purposes only. The information and opinions are provided by Sierra Pacific Financial Advisors, LLC (SPFA) and are subject to change without notice. While SPFA takes reasonable efforts to obtain information from sources that it believes to be reliable, but SPFA doesn't guarantee its accuracy or completeness.
Nothing on this site should be construed as a solicitation or offer to acquire or dispose of any investment advisory services. Fee-only financial planning and investment advisory services are offered through Sierra Pacific Financial Advisors, LLC, a Registered Investment Advisor in the state of California.

Any links to other sites are merely provided to the user of the SPFA website for convenience and informational purposes. None of the website links should be interpreted as referrals or endorsements from SPFA. The user in password-protected areas of Client Center, is responsible for any use of the password and for maintaining its confidentiality.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.