Edward Jones / Trans American Partner Program
Take advantage of these membership benefits trough our trusted partnership.
Take advantage of these membership benefits trough our trusted partnership.
The Retirement Plan Exchange® provides benefits not normally included with retirement plans. Teams dedicated to management, compliance, payroll, and fiduciary functions make offering a retirement plan to employees much easier. Plus, the Exchange solution is cost-effective, harnessing the power of pricing and services normally reserved for larger companies.
Setup and installation will likely require more information and attention of the plan sponsor. Once the plan setup is complete, the plan sponsor can then offload much of the responsibilities to the Exchange solution, allowing more freedom to streamline staffing resources.
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Kelley Albrant, ChFC®
Edward Jones
Financial Advisor
1225 W Grand River Ave Ste 100
Howell, MI 48843
517-618-0860