I coordinate and organize the financialdecisions for a select group of families in North Alabama and SouthernTennessee.

Our primary business is retirement plan administration and we are committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan. As an independent TPA provider, we are able to work with any recordkeeper. This gives us a lot of flexibility and allows us to act in your best interests. Common administrative tasks including plan document maintenance, 5500 preparation, match/profit sharing calculations, non-discrimination testing and other tasks to keep a 401(k) plan in compliance with the Employee Retirement Income Security Act of 1974 (ERISA). Retirement Plan Services: Plan Design & Consulting Prototype Plan Documents Summary Plan Descriptions Conversion/Implementation Assistance Core Compliance Services Signature-Ready Form 5500 Integrated Payroll What sets us apart? Extensive industry experience Competitive pricing Top-tier support

Serving Auburn, AL and outlying areas, Lonnie Simpson and associates of 20/20 Wealth Management Group, LLC are offering the following services not limited to: Investment Management, Retirement Planning, Wealth Management, College Savings Plans and Tax Strategies.