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Fiduciary Services

The primary retirement savings vehicle for most Americans is their workplace retirement plan. As a result, your plan and how you manage it will continue to be under intense scrutiny not only from participants but also from regulatory bodies charged with protecting investors  interests.

American Family Legacy Group provides 401(K) fiduciary services whereby we can share much of this management burden with you, helping you to navigate the changing landscape, manage the associated risks, and ensure that you are up-to-date on the latest requirements. You’ll rest easy knowing we are helping to keep your plan well-managed and everything well-documented.

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