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Hello Sarah,
My office has uncovered a 401k plan sponsor prospect
in your area, within 35 Miles of your office location. The company
Owner is looking to make changes to their current plan and requested to meet
with a new retirement advisor on Wednesday, MARCH 27 at 1:00 PM (Rescheduled from March 13th).
The plan has approximately $4,500,000
in assets with 40 active participants.
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Plan Providers – Assets – Active Participants
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Appointment Date
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Scheduled with
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Mass Mutual/Empower (Great
West) - $4,500,000 - 40 participants - *** broker.
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3/13/2024 1:00 PM
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OWNER
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If you handle retirement
plan business and are interested in meeting this company, please
respond to this email with the best time to reach you
or click here for my calendar.
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Warm Regards,
Pascale Bertrand Regional Account Manager
1-866-797-8960 Ext. 110
My Calendar |
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