[WSBAPT] referral: qualified plans

[Kirsten L. Curry]

Good Afternoon:  We provide plan design (including restatements and amendments), administration and form 5500 services to 401(k) Plan and other company sponsored retirement plans.  We would appreciate the opportunity to speak with and support your client.





Best Regards, 


 
Kirsten Curry, President & Founder
Leading Retirement Solutions, LLC
2226 Eastlake Avenue East, No. 88, Seattle, 
WA 98102
(800) 974-2814 (Tel.)/206-579-7219 
(Cell)
(800) 974-2814 (Fax)/kirsten at leadingretirement.com

Find Me On Biznik: http://biznik.com/join/kirsten-curry
Fine Me On LinkedIn: http://www.linkedin.com/in/kirstencurry
 
Leading Retirement Solutions, LLC is
not a law firm.  The information contained in this email, including its
attachments, is not protected information and may be subject to disclosure to
the full extent of the law.
 
From: attorneytoner at earthlink.net
To: wsbapt at lists.wsbarppt.com
Date: Tue, 23 Dec 2014 09:43:58 -0800
CC: attorneytoner at earthlink.net
Subject: [WSBAPT] referral:  qualified plans

PNC is a sole proprietor with a Roth 401K.  The law firm administering the plan is closing the practice.  PNC needs to have administration transferred, and prefers a Seattle/Tacoma area firm to handle amendments, restatements, etc.  All recommendations welcome.  Thank you.Eden Eden Rubenstein TonerAttorney at Law1600-B SW Dash Point Road, #163Federal Way, WA 98023phone 206-953-4485     IMPORTANT: This e-mail message (and any attachments accompanying it) is intended to be confidential, only for the use of the intended recipient(s). If you are not the intended recipient, or if this message has been addressed to you in error, please notify me by reply e-mail, and then destroy all copies of the message and its attachments, if any. Your cooperation is greatly appreciated. 
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