Jennifer Sicking was awarded as a 2012 Five Star Wealth Manager and will be featured in the August edition of Texas Monthly (Dallas/Fort Worth region). Award candidates were evaluated against 10 objective criteria, such as client retention rates, client assets administered, and a favorable regulatory and complaint history. The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than seven percent of the wealth managers in the Dallas/Fort Worth region. Jennifer would like to thank all of her clients for their loyalty and patronage.
What does SECURE 2.0 mean for small employers?
SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.