proft sharing plan looking for a new home
there is a client/employer that has a few employees and currently has a profit sharing plan. he did not like his investment company so 2 wks ago requested a check made payable to his profit sharing plan send to him. he is looking for low risk investment. my agent offered fixed annuity but companies he has gone to do not want to do the paperwork for fixed annuities for each employees. Do you have any suggestions?
Permalink Submitted by Al Fry on Thu, 2009-01-29 19:05
Do VAs with minimum guarantees. Most will take with a Hold Harmless if he has a TPA.