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ERISA Program

Through Cetera Financial Group, our clients have access to an ERISA plan sponsor program providing: 

  • Tools to manage your 401(k) plan 
  • Recordkeeping 
  • Customized Trust Services 
  • Performance Reporting 

Cetera also leverages retirement platforms from Fidelity Investments with a vetted plan menu and choices spanning more than 2,500 funds and more than 50 families. It also includes investment monitoring and choices for qualified defined investment (QDIA) options. 

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