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401k - Corporate Retirement Plans
California now requires all businesses to offer corporate retirement plans to their employees.
Those that choose not to provide a plan can see fines up to $750 per employee.
The state sponsored option (CalSavers) is full of limitations and leaves the fiduciary liabilities on the business owners.
We connect business owners with the right plan for them and their budget.
If you are interested in a consultation to learn more, call (408) 947-3779 or email andrew.macquarrie@morganstanley.com
Andrew MacQuarrie, CFP®, FPS
Associate Vice President, Financial Advisor
Certified Financial Planner ™
Phone: (408) 947-3779
Text: (669) 977-2692
Andrew.macquarrie@morganstanley.com
CA Insurance Lic: #0M30881
NMLS: 2148357
THE FOREMAN-MACQUARRIE GROUP
MORGAN STANLEY WEALTH MANAGEMENT
225 W Santa Clara Street, Suite 900
San Jose, CA 95113
Team Website: The Foreman-MacQuarrie Group
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