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TSC 401k Assisance
1
A TownSquare Capital support solution for 401(k) and other defined contribution plans
Brad Christensen | TownSquare Capital Retirement Plan Specialist
A seemingly unrelated story
Larry Walters
LAWNCHAIR
LARRY
Lessons from Lawnchair Larry
Dream big dreams, then go out and make them happen.
Fly high, but make a plan to get down safely and securely.
If you have a huge expense coming up, have your girlfriend put it on her credit card.
2019
2018
Helium Price
Defined Contribution Plans
Company 401(k) Plans
Organizational 403(b) Plans
Profit Sharing Plans
Benefits
Limitations
.15-75% advisor fees
More work
>$1MM
Time consuming acquisition
3x growth
Ancillary opportunities
They stick around
Easy asset discovery
Utah Plans over $1MM
Text your email to 208.890.0547
2 Case Studies
Case Studies
Construction Supply Company
Telecommunications Company
TSC 401k
Advisor Assistance
TSC DC Plan Advisor Assistance
Why use assistance?
Prospecting