Bundled 401K Plans - KCBD NewsChannel 11 Lubbock

Bundled 401K Plans

American Trust
Simply Better Retirement Planning Services

- Do you know who is designated as your "Discretionary Trustee", therefore assuming fiduciary liability for your retirement plan?

- Do you receive quarterly, easy to read breakdowns of your retirement plan?

- Do you have investment access to your retirement plan account balance via telephone, internet, or text message daily?

-Are you paying only ONE streamlined fee for all administrative services associated with your plan?

Kurt Wedewer, Senior Vice President of American Trust and the professionals of The Blair Group, LLC, have come together to provide an innovative, comprehensive alternative to traditional corporate retirement plan offerings. Their goal is to provide Simply Better Retirement Planning Services to their clients by presenting a retirement plan with:

-Simply Better local customer service
-Simply Better account access for your employees
-Simply Better legal trustee options backing your plans

Please call Nancy to set up your complimentary, no obligation plan review.

806-771-4300
Toll free 866-771-4300

Contact Us

The Blair Group L.L.C.

4413 71st St., Suite G-100
Lubbock, TX 79424


Telephone 806-771-4300
Telephone 866-771-4300

 



Visit us online
TheBlairGroupllc.com

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