Cristina Martinez

Sr. Manager

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Cristina Martinez

Woman working at a desk with a baby on her lap, computer, plants, and a cat sleeping under the desk.

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401(k) Plans

Financial Wellness

Can a Trust Be a Beneficiary of a 401(k) Plan

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A plan design that maximizes contributions while satisfying nondiscrimination testing requirements

A retirement plan for your employees that also benefits your company taxes

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