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ERISA

Employee Benefits

Compliance FAQ: If Our SPDs Are Available on Our Intranet, Does That Meet ERISA Distribution Requirements?

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1200 Plantation Island Dr. Suite 210, St. Augustine, FL 32080 | 904.461.1800 | info@mbaileygroup.com

© 2012-2024 MFB Financial, Inc. dba The Bailey Group | All Rights Reserved. The information on our blog is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice. Some policies may have exclusions and limitations. For costs and complete details of coverage, call or write the insurance agent. The amount of benefits and premium will vary depending upon the plan selected.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582. Investor Disclosures: https://bit.ly/KF-Disclosures

Individual Solutions
Corporate Benefits
About
Contact
Privacy
Accessibility

Individual Solutions
Corporate Benefits
About
Contact
Privacy
Accessibility

1200 Plantation Island Dr S #210 | St. Augustine, FL 32080

904.461.1800 or 866.826.1800
info@mbaileygroup.com

© 2012-2024 MFB Financial, Inc. dba The Bailey Group | All Rights Reserved. The information on our blog is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice. Some policies may have exclusions and limitations. For costs and complete details of coverage, call or write the insurance agent. The amount of benefits and premium will vary depending upon the plan selected.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582. Investor Disclosures: https://bit.ly/KF-Disclosures