Louisville Medicine Volume 64, Issue 7 | Page 3
A GREAT 401(k) TEAM HELPS YOU PUT
ALL THE PIECES TOGETHER
Our team will work alongside your practice to pull the different pieces of
your 401(k) plan together. We have a process for helping you with your
fiduciary duties, educating participants, and interacting with your TPA and
plan provider. We develop specific strategies for your practice and
proactively address your needs.
PARTICIPANT
EDUCATION
YOUR
PROVIDER
401K
MANAGEMENT
COMPLIANCE
Maria Quinn
Associate Wealth Management Advisor
with Young & Barnes, LLC
(502) 562-2494
[email protected]
05-3051 © 2015 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its
subsidiaries. Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member of FINRA and SIPC. Aaron Michael Young, Insurance Agent(s) of NM. Aaron
Michael Young, Registered Representative(s) and Investment Advisor Representative(s) of NMIS.