Financial Engineering, LLC

Geared to strengthen your future.

PEP Guide

Introducing The New "PEP"

"Pooled Employer Plans"

Does your Retirement Plan Need a TUNE UP!

PEP'S "ELIMINATE" YOUR AUDIT REQUIREMENT !!!
KEY differences 401K vs PEP

401K

PEP

DISCLAIMER - Financial Engineering, LLC is a Registered Investment Advisor (“RIA”) with the state of New Jersey. Financial Engineering, LLC provides investment advisory and related services to clients in New Jersey. Financial Engineering ,LLC will maintain all applicable notice filings, registrations and licenses as required by the SEC and various state regulators in which Financial Engineering, LLC conducts business. Financial Engineering, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion. Market data, articles and other content on this web site are based on information that is believed to be reliable. Financial Engineering, LLC does not guarantee the accuracy of the information contained in this web site and it should not be construed as investment advice. Financial Engineering, LLC will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a copy.

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Glad to see you took action on behalf of your finances !!!

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If you have any questions please feel free to contact us.

Ken Gibbons, CPA & CPFA