| 첫째 01 |
401(k) 관련 비용을
절감해 드립니다.
| 둘째 02 |
DOL/IRS Compliance
문제 해결을 도와드립니다.
| 셋째 03 |
401(k)·Pension·기업연금에 대한
아메리츠에셋의
3가지 약속
401(k) 관련 비용을
DOL/IRS Compliance
직원에 대한
DOL/IRS에 Red Flag이 발생되고 있습니까?
어떤 도움을 어디서 받아야 할지 고민이 되십니까?
401(k)에 대해 직원들의 불만 사항이 있습니까?
TPA나 Advisor의 서비스에 한계가 있습니까?
401(k)·기업연금 Specialist
Brian Lee
Certified 401(k) Professional, NAPA CPFA®
Managing Partner
Financial Advisor
Financial Advisor
Ken Choe
CIMA®, CFP®
Managing Partner
Principal
Principal
Julia Kim
FSCP®, CLTC®
Managing Partner
Matthew Kim
CCFS®
Vice President
Financial Advisor
Financial Advisor
Eui Lim
NAPA CPFA®, FSCP®
Field Vice President
Financial Advisor
Financial Advisor
Seong Y. Cho
CFP®, CLTC®
Field Vice President
Financial Advisor
Financial Advisor
Claudia Song
CCFS®, CLTC®
Field Manager
Financial Advisor
Financial Advisor
Eun Jung Kim
FSCP®, CLTC®
Qualified Retirement Plans Account Manager
401(k)·Pension·기업연금에 대한 모든 고민, 아메리츠에셋이 해결해 드립니다!
CRD#: 6938529
brianlee@allmerits.com
아메리츠에셋은 401(k)/기업연금 전문 투자자문사로서, 공인 401(k) 전문가, 공인재무설계사, 공인재무컨설턴트 등의 파이낸셜 어드바이저들이 여러분 기업의 연금 플랜 운영을 도와드립니다.
Investment advisory services offered through Allmerits Asset, LLC, a State-Registered Investment Advisor. Allmerits Asset does not provide legal or tax advice. Investment Advisor Representatives of Allmerits Asset may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Allmerits Financial Services. Securities transactions for Allmerits Asset clients are placed with AssetMark, Synergy Asset Management, and Virtue Capital Management, Third Party SEC-Registered Investment Advisors through Charles Schwab, AssetMark Trust, and Nationwide Advisory Solutions.