401k
401k
Retirement & Wealth Strategies
RWS understands the complexity and depth of experience required to deliver retirement plans that help you achieve your business and personal goals. We've become a leading provider of retirement plans by focusing on the essentials.
Retirement & Wealth Strategies Provides:
- Flexible plan design leveraging local Plan Consultant partners
- Rigorous investment selection process
- Dedicated service and robust Record Keeping platform
- Industry-leading fiduciary responsibility support
- Non-Qualified Plans, ESOP Plans, and Defined Benefit
Contact Information
Contact Person
David
Lenda
David will help you find the right 401k offerings for your employees
David Lenda ChFC®, CLU®, MBA is a financial representative and brings 23 years of experience in the financial planning and insurance industries.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS are not affiliated. This communication is strictly intended for individuals residing in the states of GA, IL, MI, and OH. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)BrokerCheck - Find a broker, investment or financial advisor (finra.org)