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Edge 401k Funds
it started with a drive… in 2013, insurance office of america (ioa), one of the nation’s largest independent commercial risk and benefit managers, turned to financial industry veterans tom ruggie, chfc, cfp, and michael case smith to develop a program to upgrade retirement programs for ioa clients. tom, a veteran consultant to over 700 plans, knew that traditional 401(k) education had not been the answer in the past, and that many employees were dealing with various financial issues outside their 401(k). michael, having testified in front of the sec, department of labor, and us senate about wall street conflicts-of- interest, knew that traditional 401(k) funds were not the answer, either. one day, during a 401 (k) enrollment meeting, tom began asking lots of questions and he and michael listened carefully to the answers. what they realized was that traditional 401 (k) plans – with their nicely-produced brochures and videos – didn’t go far enough to ‘move the dial’ in engaging participa
Frequently asked questions about Edge 401k Funds
Let us help answer the most common questions you might have.
Where is Edge 401k Funds located?
Edge 401k Funds' headquarters is located at 620 North Denning Drive, Winter Park, Florida, United States, 32789
What is Edge 401k Funds' official website?
Edge 401k Funds' official website is edge401kfunds.com
What is Edge 401k Funds' SIC code?
What is Edge 401k Funds' NAICS code?
What industry does Edge 401k Funds belong to?
Edge 401k Funds is in the industry of: Financial Services
What are Edge 401k Funds' social media links?
Edge 401k Funds Linkedin page
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free