Qualified Plan Advisors created this informational site to deliver plan specific resources for Jerry's Union employees.
NOTE:
- 5 Steps - Consider A Rollover
- Risk Tolerance (This questionnaire can help shape the best investment mix for your age and your risk tolerance. Please complete prior to meeting 1:1 with one of your Jerry's 401(k) advisors.)
Miss a webinar? Click on the link below to watch the most recent recordings.
April 2024 Making Sense of the Markets Webinar
January 2024 Making Sense of the Markets Webinar
November Quarterly Webinar
October 2023 Making Sense of the Markets Webinar
July Quarterly Webinar
Reduce stress, increase personal happiness, increase productivity, and focus on your lifetime goals. These webinars are here to help you on your financial journey.
Got questions about your retirement plan? Well, guess what. You're not alone! We've gather the most common participant questions we received and filmed a few videos to answer those questions for you. We're here to help, so if you do not get an answer to your questions through one of these videos, let's set up a 1:1 call.
If you have questions or would like to request more information, click below to schedule a meeting with a QPA advisor.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.