Products April 11, 2003
1st Global Offers GoldK
November 28, 2001 (PLANSPONSOR.com) - Small business
owners will now be able to purchase GoldK's retirement plans
through 1st Global, a broker dealer, following an agreement
between the two parties.
Reported by Camilla Klein
GoldK, in turn, will have additional access to tax and accounting professionals, whose advisory skills are being increasingly relied upon by retirement plan sponsors.
1st Global provides its affiliated accounting firms securities brokerage, fee-based management and insurance services, as well as estate and retirement planning services.
Its clients include individual investors, businesses and trustees of foundations, endowments, municipalities, retirement plans and other institutions.