401(k) Plans for Business Team
Annex Wealth Management’s Retirement Plan Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary. We will work beside you to provide 401(k) investment guidance to your entire staff.
Tom Parks, AIF®, CRPS®
Director of Retirement Plan Services
Andy Szymczak
Retirement Plan Specialist
Martha Kuhn
401(k) Relationship Manager
Jimmy Schaeve, AIF®, CRPS®
401(k) Relationship Manager