Maul Capital Management is an independent registered investment advisory firm that provides personalized investment services for individuals, families and businesses such as Comprehensive Financial Planning, Investment Planning and Portfolio Management, Retirement Planning, Fixed Income Planning and International Investing. As independent investment advisors, Maul Capital provides customized, fee-only, investment management services.
The Pension Protection Act of 2006 removed the legal liability away from the employer if they provided investment advice through a third-party. "It's probably the most important, innovative regulation that's been issued from the Pension Protection Act of 2006," said Andrea Baroncelli, Director of Client Services at Maul Capital. “There's a tremendous need for these services.” As a result of this change, Maul Capital has created a 401(k) advisory service for small to midsize companies called LifeSync. John Laub, President of the CEO-CFO Group said, “Most of the companies I have worked with had 401(k) plans; however, 1) the employees didn’t know how to invest their money and 2) the company was afraid to give advice. This is a great idea.”
Maul Capital can give a company’s employees access to professional 401(k) management. Maul can work with the company's existing plans and develop what are called asset allocation models designed for their employees to maximize their plan. “Money, retirement and security are such important and very emotional issues. Even executives need a third party to review their plans. Here is an opportunity for employees to have that same assistance” noted John Laub. “I encourage the CEO-CFO Group members make use of this opportunity.”
1. http://www.lifesync401k.com/
2. http://www.maulcap.com/
3. www.dol.gov/EBSA/pensionreform.html
The Pension Protection Act of 2006 removed the legal liability away from the employer if they provided investment advice through a third-party. "It's probably the most important, innovative regulation that's been issued from the Pension Protection Act of 2006," said Andrea Baroncelli, Director of Client Services at Maul Capital. “There's a tremendous need for these services.” As a result of this change, Maul Capital has created a 401(k) advisory service for small to midsize companies called LifeSync. John Laub, President of the CEO-CFO Group said, “Most of the companies I have worked with had 401(k) plans; however, 1) the employees didn’t know how to invest their money and 2) the company was afraid to give advice. This is a great idea.”
Maul Capital can give a company’s employees access to professional 401(k) management. Maul can work with the company's existing plans and develop what are called asset allocation models designed for their employees to maximize their plan. “Money, retirement and security are such important and very emotional issues. Even executives need a third party to review their plans. Here is an opportunity for employees to have that same assistance” noted John Laub. “I encourage the CEO-CFO Group members make use of this opportunity.”
1. http://www.lifesync401k.com/
2. http://www.maulcap.com/
3. www.dol.gov/EBSA/pensionreform.html
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