Spickler Wealth Management Group at Merrill Lynch Podcast

Our introductory Podcast on the new AAWD member benefits and partnership with the Spickler Wealth Management Group at Merrill Lynch. Please reach out to the Spickler Wealth Management Group at aawd@ml.com with any questions.

The AAWD Retirement Solution is based on sound structural elements that have been reviewed and successfully tested based on the fiduciary responsibilities specified in the law and regulations, from the Internal Revenue Service (IRS), the Department of Labor (DOL), Employee Retirement Income Security Act (ERISA), and other government agencies.

With the AAWD Retirement Solution, employers outsource the functions and liability of the retirement plan administration. TAG becomes each employer’s Retirement Plan Support Team in action and accountability. TAG eliminates a majority of your plan administration burden, allowing you to focus on your business.

     
  Retirement Solution Handout