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INVESTMENT EXPERIENCE

With decades of portfolio management experience, we have the insight for your future
LEARN MORE TODAY ABOUT

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Contact us today to find out how we can help with your financial needs
PURSUING SUCCESS BY

WORKING TOGETHER

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations
CREATING A PLAN FOR

FINANCIAL FREEDOM

Year-End Checklist

Doug Flynn | Dec 1, 2023

A Year-End Checklist for Traditional and Safe Harbor 401(k) Plans for an Employer

financial planning

Traditional and Safe Harbor 401(k) Plans

Year-End Checklist

The popularity of 401(k) plans today is because they offer certain tax advantages to employers and employees. For employers to qualify to have 401(k) plans

Subscribe to Year-End Checklist

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Garden City NY 11530

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Phone: 516-746-9000
Fax: 516-746-0300
Email: flynn.zito@lpl.com

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We would love the opportunity to become your trusted advisor.

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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management.

The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WV. Additional states available upon request.

Flynn Zito Capital Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Flynn Zito Capital Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Flynn Zito Capital Management, LLC unless a client service agreement is in place.

LPL Financial Form CRS

PROVEN

INVESTMENT EXPERIENCE

LEARN MORE TODAY ABOUT

HOW WE HELP

PURSUING SUCCESS BY

WORKING TOGETHER

CREATING A PLAN FOR

FINANCIAL FREEDOM

A Year-End Checklist for Traditional and Safe Harbor 401(k) Plans for an Employer

Office

Contact Info

Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.