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SLW Retirement Plan Advisors | Fiduciary Guidance | Retirement Outcomes

Organizations We’ve Helped. Organizations We’ve Helped. Independent and Open Approach. At SLW, our objective is clear: To serve as your trusted advisor in meeting your. Fiduciary obligations and improving the retirement outcomes of your employees. SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees. Independent and Open Approach. Fiduciary e-Document System - Client Portal. Fax: 707&...

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SLW Retirement Plan Advisors | Fiduciary Guidance | Retirement Outcomes | slwadvisors.com Reviews

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Organizations We’ve Helped. Organizations We’ve Helped. Independent and Open Approach. At SLW, our objective is clear: To serve as your trusted advisor in meeting your. Fiduciary obligations and improving the retirement outcomes of your employees. SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees. Independent and Open Approach. Fiduciary e-Document System - Client Portal. Fax: 707&...

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SLW Retirement Plan Advisors | Fiduciary Guidance | Retirement Outcomes | slwadvisors.com Reviews

https://slwadvisors.com

Organizations We’ve Helped. Organizations We’ve Helped. Independent and Open Approach. At SLW, our objective is clear: To serve as your trusted advisor in meeting your. Fiduciary obligations and improving the retirement outcomes of your employees. SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees. Independent and Open Approach. Fiduciary e-Document System - Client Portal. Fax: 707&...

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slwadvisors.com

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Disclaimer | SLW Retirement Plan Advisors

http://slwadvisors.com/disclaimer

SLW Retirement Plan Advisors and/or its representatives are presently licensed to sell traditional life insurance in CA, FL, NY, NV, UT, IL, NM Insurance services are limited to residents of the above listed state. Residents of other states may inquire with us about being appointed in their state or otherwise should consult with a local agent for insurance services. The principal place of business and the state of domicile for SLW Retirement Plan Advisors is:. 3697 Mt. Diablo Blvd., Suite 175.

2

Our Team | SLW Retirement Plan Advisors

http://slwadvisors.com/home/meet-the-team

Nathan White, CPFA, C(k)P , AIF. Nathan White, CPFA, C(k)P , AIF. Co-Founder and Managing Principal. In 2015, Nate was named a Financial Times Top 401(k) Advisor and served as 1 of 3 Advisor Delegates from the San Francisco Bay Area who sat down with policy-makers and congressional representatives on Capitol Hill to discuss the proposed Fiduciary Rule. Lenora serves as the education consultant for SLW’s clients. She is the main point of contact for their qualified retirement plans and handles all edu...

3

The SLW Difference | SLW Retirement Plan Advisors

http://slwadvisors.com/home/the-slw-difference

If you have an ailment that requires special attention, do you go to your general practicioner or a specialist? SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees. Independent and Open Approach. SLW Retirement Plan Advisors. 3697 Mt. Diablo Blvd., Suite 175. Lafayette, CA 94549. Phone: 925.282.2260. Financial consultants of SLW are registered representatives with, and securities off...

4

Our Process | SLW Retirement Plan Advisors

http://slwadvisors.com/home/process

Isn’t the end-goal of your retirement plan to actually allow your employees to retire? Very few employers can articulate whether their plan is significantly contributing to this goal. We help refocus plans on the critical success factors in helping your employees achieve retirement readiness and then measure the plan’s progress towards these goals. Department of Labor rules require all retirement plan service providers to disclose their compensation arrangements. But then what? Investments options can be...

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SEC Firm Brochure | SLW Retirement Plan Advisors

http://slwadvisors.com/sec-firm-brochure

A Firm Brochure provides information about the qualifications and business practices of a Registered Investment Adviser (RIA). If you have any questions about the contents of these brochures, please contact us. The information in these brochures has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. SLW Firm Brochure – April 2013. SLW Retirement Plan Advisors. 3697 Mt. Diablo Blvd., Suite 175. Lafayette, CA 94549.

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SLW Retirement Plan Advisors | Fiduciary Guidance | Retirement Outcomes

Organizations We’ve Helped. Organizations We’ve Helped. Independent and Open Approach. At SLW, our objective is clear: To serve as your trusted advisor in meeting your. Fiduciary obligations and improving the retirement outcomes of your employees. SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees. Independent and Open Approach. Fiduciary e-Document System - Client Portal. Fax: 707&...

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