2004 Ted Benna & Adam Kelly
30th Aniversary of the 401(k) Plan
Ted Benna the "Father of the 401(k)"
"PRIVATE" WHITE LABEL PARTNER
ePlan Services, Inc.
(Since 2008)
PLEASE WATCH THE VIDEO
2013 - PBS FRONTLINE
"Reducing the cost of investing is the only sure way to improve investment return"
Ted Benna's Investment Advice - "Father of the 401(k) Plan"
a MUTUAL FUND is a MUITUAL FUND
WHY WOULD YOU EVER OVERPAY AND HAVE LESS MONEY?
More Fee's = Less Money In Retirement
ePlan Services, Inc. - Recordkeeping Fee Charge Schedule
Based on Total Plan Assets Combined
Each Participant with a "Asset Balance" will be charged a Quarterly Recordkeeping Fee by ePlan Services, Inc.
2008 - Adam Kelly contracts with ePlan Services, Inc.
2011 - ePlan Services, Inc. is acquired by Paychex and becomes an Wholly-Owned Subsidiary
( New Release CLICK HERE )
HARD DOLLAR EMPLOYER FEE IF BELOW $750K IN PLAN ASSETS - VIDEO PRESENTATION - CLICK HERE
401k eSolution Website - CLICK HERE
a GALLON OF GAS is a GALLON OF GAS
WHY WOULD YOU EVER OVERPAY AND HAVE LESS MONEY?
We look forwarding to providing you a Mutual Fund Mathematical Advantage
Adam Kelly - Founder
(952) 405-9000
( Founder Adam Kelly & Family )
NEW YORK - BOSTON - CHARLOTTE - MIAMI - CHICAGO - MINNEAPOLIS - DALLAS - DENVER - LAS VEGAS - PHOENIX - SAN DIEGO - LOS ANGELES - SEATTLE
EVERY FRIDAY 12 NOON CENTRAL TIME