Bahr Advisory Services | Chapel Hill, NC

Is Your Company 401K Subject to Fiduciary Liability?
A business owner, as well as other fiduciaries,can be held personally liable for plan losses and face civil and criminal penalties for failing to fulfill their fiduciary dutiesunder ERISA. Fortunately, there are several ways for business owners to manage their fiduciary liability with respect to their retirement plans.Two common fiduciary liability management strategies are:

1. Conducting a fiduciary review

2. Invoking ERISA Section 404(c) protection

Contact us if you would like a no obligation audit of your existing 401K Plan risks. john.bahr@raymondjames.com

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

John Bahr, WMS Branch Manager

1380 Environ Way

Chapel Hill, NC 27517

Phone: 919-918-4880

Fax: 866-522-9693

Toll-Free: 888-228-0931

Cell: 919-414-9092

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