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<p class="MsoNormal">For over a decade 5<sup>th</sup> Street Advisors has provided consultation and investment advice to individuals and small and mid-sized employers in the retirement plan market, making the process of setting up and maintaining a retirement
plan easier, more transparent, and less costly. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Our services include:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l3 level1 lfo3">Plan structure and design <o:p>
</o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Cost analysis<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Provider cost, fee, and conflict analysis<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Discretionary and non-discretionary advice to sponsors<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Creation of Investment Policy Statements<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Ongoing monitoring of investments<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Annual, semi-annual, quarterly investment Reviews<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo3">Participant education, enrollment meetings, and advice<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">There are a numerous types of qualified plans, and <b>choosing the right plan can mean the difference of thousands of dollars—sometimes
<i>hundreds </i>of thousands of dollars— on an annual basis, in tax-deferred, qualified savings.</b> Some available structures include:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo6">Defined Benefit Plans<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">Profit Sharing and 401(k) Plans<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">Solo 401(k) Plans<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">Solo Defined Benefit Plans<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">Simple 401(k) Plans<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">SEP IRAs<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">Roth IRAs<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo6">IRAs<o:p></o:p></li></ul>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal">Whether you are considering sponsoring a new plan, wondering if your current plan could be better, or are just wondering if you’re paying too much, feel free to contact us. Consultations are complimentary.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Cesar Manent, <img width="36" height="22" id="Picture_x0020_1" src="cid:image001.jpg@01D3E920.93693FD0" alt="xs_flamedesign_blbk"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">5<sup>th</sup> Street Advisors, LLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">34 Fifth Street<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Stamford, CT 06905<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Office 203-327-1212 ext 101<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Direct 203-327-7533<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Fax 203-541-0953<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:Cesar@5thstreetadvisors.com">Cesar@5thstreetadvisors.com</a><o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.5thstreetadvisors.com/">www.5thstreetadvisors.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><img border="0" width="322" height="156" id="Picture_x0020_2" src="cid:image002.jpg@01D3E920.93693FD0" alt="FSA17 LogoTM Square 2c"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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