Broker Check

408(b)(2) Disclosure of Services

Full fee disclosures associated with our retirement plans.

Nationwide Retirement Services |

 To access the updated 408(b)(2) disclosure at Nationwide:

  1. Log into your account a
  2. Click on the "Fee Disclosure" link
  3. Simply view the changes online, download them to a PDF or export it to an Excel file

Great West Retirement Services |

Aspire Financial Services |

Disclosure of Services 

Lamon & Stern Retirement Plan Service and Administration Planner [pdf]

Lamon_and_Stern_408_b_2_Disclosure [pdf]  

 Please visit our blog, Grow Your Retirement Income, for more information.

Disclosure links are provided solely so that the Sponsor may fully understand the financial interest of the Firm and/or Financial Advisor(s).

PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.