401(K) Clients

Retirement Plan Services
As an employer, you want to recruit and retain the best employees possible. As a retirement plan sponsor, you want to craft a plan that both attracts employees and sets them up for successful retirements. But crafting a quality plan that works for both you and your employees comes with certain responsibilities. You need to act as a fiduciary. We can help.

Fiduciary Responsibility
A fiduciary is anyone who makes decisions about the management of investments within a plan; this can include the choice to hire a plan advisor like Leading Edge Wealth Advisors. We customize our relationship to help you make prudent investment decisions that fit your plan. As a 3(21) investment advisor, we provide investment recommendations and aid in the creation of an Investment Policy Statement (IPS).

Employee Education
After a plan is created, your employees need unbiased education on the plan options and different ways to contribute. Our team interacts directly with your workforce to help them on their journey toward retirement readiness. With interesting seminars and educational resources, you can be confident your valued staff is getting the retirement help they need.
You deserve quality retirement plan advice. Contact us today to form a partnership that will enable you to be the best fiduciary possible.


2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
443-333-4665 office
443-837-6605 fax

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