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As a public company, your retirement and executive benefits programs are available for the entire world to see.  Furthermore, you also face a host of regulatory and compliance issues that are coming under increasing scrutiny every day. This makes it all the more important to audit existing benefit plans annually.

To assure best practices, compliance, and to assure that your benefits are serving as a competitive recruiting and retention program, we highly recommend that you consider a Retirement Plan Audit and a Deferred Compensation Audit. Please contact Dan Dubois at 858-437-0425 for further information.

To arrange a consultation and commence an audit of your benefits programs, please call Dana Tennis today. Call Dana toll-free at (866) 799-9831 or in San Diego at (858) 642-0170. Or email Dana at DTennis@RetirementDNA.com.

Financial Advisors and Registered Representatives associated with Retirement Strategies Group offer securities through Securities America, Inc.,
member FINRA/SIPC. Retirement Strategies Group is not an affiliated entity of the Securities America companies.
Insurance offered through RSG Partners Financial and Insurance Services, Inc. CA Insurance License 0E48182