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The ERPA is the most advanced plan platform available to small businesses. It is maximized to provide the highest degree of compliance with the Internal Revenue Service and Department of Labor.

It is a professionally managed 401(k) and profit sharing plan. The ERPA is specifically designed to enable the plan to invest in the qualifying employer securities of the sponsoring employer. It is perfect for both existing and new businesses. An entrepreneur can utilize the basic features of the Plan by solely implementing the Plan as the business’ official Retirement Plan or its advanced features can be utilized to enable the Plan to also invest directly in the Entrepreneur’s business.

To maintain regulatory compliance, a retirement plan which serves as a source of business capital needs ongoing professional trustee, fiduciary, administrative, management, and investment services. The ERPA provides these services.

After reviewing the ERPA video and information brochure, I am confident you will find that the ERPA is the retirement plan solution for your clients.

I look forward to speaking with you further about how the ERPA and our professional advisory and support team can be a value-added addition for you and your client’s businesses.

If you have any questions or if you wish to discuss the content of this e-mail in more detail, please feel free to give me a call.

Best regards, Frederick Whitlock

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