Employer 401(k)/Pension Plans

Plans and Plan Analysis

Throughout his career Dan has enjoyed working in the retirement plan arena. Retirement plans are one of the most rewarding areas of financial planning for Gaugert Financial. With fiduciary requirements getting more stringent, 404(c) implementation tightly monitored and ongoing plan review a necessity, we can help you review your current plan or create a new plan if need be. Areas of expertise include 401(k), 403(b), SIMPLE IRA, SEP, ROTH IRA, IRA's, non-qualified deferred compensation and defined benefit.


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Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
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Advisory services through Capital Investment Advisory Services, LLC

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