Farmer & Betts Fall 2016 Newsletter

Farmer & Betts Fall 2016 Newsletter

October 11, 2016

Thanks for being a part of the Farmer & Betts family. Our company consistently focuses on the quality and value of our service, and we are grateful for the many advisors and accountants who have entrusted us with their clients. Our local consultants are strategically placed to service our 1,700 plans. We have offices in California, Colorado, Florida, Georgia, Kansas, Missouri, Oregon, & Washington.

In our Fall 2016 Newsletter, we'll cover topics including: 

  • Simple Isn’t Always Better: Open Enrollment for Moving SIMPLE IRAs to 401(k)s
  • Our 2016 401(k) Fee Schedule
  • Important Deadlines for 12/31 Year-End Plans
  • Updates on the DOL Fiduciary Rule 
  • “The 40-50-5 Rule” - Advisors Can Lead Clients into Cutting-edge Plan Designs
  • Our Upcoming Continuing Education Seminars

Download the Fall 2016 Newsletter here!