FPA Module 5

For Financial Professional Use Only – Not for Use with Plan Sponsors, Participants or the General Public.  Investment advisory services offered through RPA Financial, LLC, a registered investment advisor.

This information was developed as a general guide to educate but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult an attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.