Serving Clients Since 1927

Omaha (402) 398-9009 | Kearney (308) 234-5258

Fiduciary Support

Did you know that participating on a retirement plan committee may make you a fiduciary? Marcotte Retirement Plans will embrace this role as a co-fiduciary to your plan as an ERISA 3(21) or 3(38) Investment Advisor.

With changing regulations and increased scrutiny on fiduciaries, you need an independent consultant that can sit on your side of the table and help you navigate the minefield.

Our proprietary Fiduciary Report Card and Diagnostic Tool will help identify key areas to improve as a fiduciary to the retirement plan. More importantly, it helps establish the process for the committee to improve the plan, and ultimately put participants on the right track to retirement readiness.

 

 

Check out the background of firms and investment professional on FINRA’s BrokerCheck.


Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | ME | MO | MS | NE | OK | PA | SD | TX | UT | WA | WY  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.  © Marcotte Insurance Agency, Inc.

 

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Contact

Omaha Office
P 402.398.9009 | P 800.284.7142
F 402.398.0917
Email

Kearney Office
P 308.234.5258 | P 800.284.7142
F 308.234.6802
Email


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