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Can Regatta set up or take over corporate retirement plans?

April 26, 2017corporate regatta retirement plans

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Can Regatta set up or take over corporate retirement plans?

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A large portion of our services are dedicated to assisting companies with setting up or taking over existing 401k and profit sharing plans, SEP-IRAs, Keoghs, uni-401ks, Roth 401s, SIMPLE-IRAs. We offer all of our corporate retirement plan clients the same financial planning and active money management services within their plan.