Stephen Cunha
CFP®, C(k)P, AIF, CRPS®, CLU, CLTC
Aspiring to be your RETIREMENT CFO™
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Are Your Retirement Plan Advisors Charging Too Much?

Do you feel your retirement plan advisors are over-charging, under-performing, or both? I can help.

Andross

Introducing the Select Retirement Plans Program

If you’re interested in reducing your fiduciary risk and saving time, this game-changing retirement planning program may be perfect for you.

Andross

How Can Investment Monitoring Save You Money?

Investment monitoring can save you money on your investment plan—here’s how.

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Why You Need a Benchmark Analysis to Know Whether Your Fees Are Rea...

The best way to ensure the fees you pay in your plan are reasonable is by getting a benchmark analysis.

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Explaining Your Role as a Fiduciary

What’s your role as a fiduciary? Today I’ll answer that question for you.

Andross

How the “Safe Harbor” 401(k) Plan Works

A safe harbor 401(k) plan could be the perfect option for your company, and here’s why.