Rescue Your Plans From High Fees

Orlando 401k Specialists is a leader in providing low-cost 401(k) plans, Solo 401(k) plans, IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, 403(b) plans, 457(b) plans and Defined Benefit plans to companies and municipalities across the U.S.

We serve individual clients, families, small businesses, large corporations and local and state governments with workplace retirement plans, investments, life insurance, disability insurance and annuities.

We have worked extensively with couples going through separation and divorce. As a Certified Divorce Financial Analyst professional we can help with personal financial analysis, proposed settlement analysis, budgeting, retirement accounts and life insurance during divorce, and the execution of QDROs after divorce, with the help of an attorney.

A Qualified Domestic Relations Order (QDRO) is a judicial order in the United States, entered as part of a property division in a divorce or legal separation that splits a retirement plan or pension plan by recognizing joint marital ownership interests in the plan, specifically the former spouse’s interest in that spouse’s share of the asset.

Contact me for a Free Client Divorce Toolkit – a 20 page magazine of useful articles, checklists and worksheets.

Disclaimer:  This information does not constitute advice in the area of legal, or tax advice.  It is your responsibility to seek guidance and advice of your own legal and tax counsel.

In our new book 401 CONFIDENTIAL we reveal ways that employers and employees can work together to identify and assess an overpriced 401k plan, and then set about securing lower retirement plan fees for everyone in the organization.

Contact us today to learn how we can help you.

About the Author: Michael J. Marini is an Investment Adviser Representative, Certified Divorce Financial Analyst and President of Orlando 401k Specialists.  Other titles include: Finish Strong: 21 Life & Money Lessons For Professional Athletes.