3(38) ONLINE ADVISORY - FLYER​

​WHY USE A 3(38) INVESTMENT ADVISOR? CLICK HERE​

WEBSITE

Schedule a date and time to huddle with Adam Kelly.  

ZERO BUSINESS COST 

"Reducing the cost of investing is the only sure way to imrprove investment return" 


Ted Benna - "Father of the 401(k) Plan"

CBS Money Watch - 2010

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401keSolution Participant Enrollment Video 

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Adam Kelly & Family


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HQ - Hauppauge, NY.

2006 - Adam Kelly Meets Ted Benna

"The Father Of The 401(k) Plan"

​.          .          .  

                                 is pleased to promote CFM ADVISORS, INC. and their family of companies which include  ERISA FIDUCIARY SERVICES, INC. and CEP CONSULTANTS, INC.  ​


Working with over 5,000 small and very large 401(k) plansponsors nationwide. 

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Please review the executive bio's and click on the links to learn more about their services. 

$750K Total Plan Assets Required

Professionally Administered by ePlan Services, Inc., a Paychex Company​​​

 CLICK HERE TO WATCH VIDEO​

3(16) - FLYER

402(a) - FLYER

3(16) vs 402(a) - FLYER​

WEBSITE

CLICK HERE

Learn About 401(k) Fees - Very Important Overview 

ADMINISTRATION OPTIONS

RECORDKEEPING

TPA

ERISA LEGAL

ACTUARIAL​

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