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9731 Wortham Boulevard, Suite 105

Houston, TX 77065

Phone:
281-580-8300
Phone:
1-888-503-PEAK (7325)

Fax:
281-955-1907

E-mail address: info@peakfinancialgroup.net

Blog

The Dreaded 401(k) Refund: Corrective Distributions

August 14, 2018

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund and begin running down their imagery wish list of ways to spend this extra money. However, when it comes to 401(k) refunds, or corrective distributions, the excitement should be dialed back.Corrective distributions are a headache for plan sponsors and employees alike. Essentially, these refunds mean that your plan has failed testing, and tax deferred money that key employees set aside for retire

Tackle Financial Stress with Education

July 3, 2018

How serious is the problem of financial stress? Seventy-seven percent of Americans live paycheck to paycheck,1 41% give themselves a C, D or F in personal finance,2 and 28% don’t pay their bills on time,2 according to citations in a recent white paper from Financial Fitness Group. The situation has a serious impact today, and perhaps a worse one tomorrow, considering estimates that about 1/3 of working Americans have no retirement savings. The cost to employers of employe

Contact Us

9731 Wortham Boulevard, Suite 105

Houston, TX 77065

Phone:
281-580-8300
Phone:
1-888-503-PEAK (7325)

Fax:
281-955-1907

E-mail address: info@peakfinancialgroup.net

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NAPA Top Women Advisors list awardees are nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.

Financial Times Top Financial Advisers award recipients are financial advisors advising on at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

NAPA Young Gun's list was established in 2014. The list of the Top 75 Retirement Plan Advisors Under 40 is drawn from nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, and voted on by thousands in the retirement plan industry.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Texas, Arizona, California, Colorado, Indiana, Louisiana, Maryland, Maine, Ohio and Pennsylvania.

*California Insurance Licensing (Janine J. Moore), State of Domicile: Texas. CA Insurance License #OE31384

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