Commitment to Advisors

Commitment To Advisors

Commitment To Advisors

Commitment to Advisors

Tanner & Associates is here to support you, the Advisor, in your efforts. We appreciate you! We understand your important role in Retirement Success!  You set the pace, the tone, the relationship with the Plan Sponsor and Plan Participants. We are here to support your every effort. We back up and compliment your vital services to the Plan Sponsor and Plan Participants.  Your commitment and expertise ensures the plan succeeds from an investment view.  We appreciate that as we wish to work with all different advisors and their personalized views of investment strategies for a variety of clients.  Investment decisions are an area where we take a back seat as we have not studied in this area.  We know that you take pro-active concern for the plan sponsor and participant’s investment experience.

We support 401(k), Profit Sharing, Money Purchase Pension, Target Date, Age-Based, Cross Tested, Safe Harbor, Cash Balance, ESOP, 403(b), Open Architecture, Daily Valuation, Recordkeeping and can work with real estate inside plans, side or brokerage accounts.

Tanner & Associates, Inc. – TPA since 1980
Retirement Success – Plan On It!
4536 Nelson Brogden Boulevard, Ste: 2, Bldg. D Sugar Hill, GA 30518
tel: (770) 614-4044 fax: (770) 614-4049