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Herz Retirement Plans

Our Plans We offer the leading full service employer sponsored retirement plans. Our 401(k) plans are available through the top industry platforms and include: • Expert investment advice • Full enrollment services • Ongoing employee education • Latest and most reliable technology • Either bundled or unbundled third party administrators • Fiduciary protection Investments We work closely with your team to develop a thoughtful approach to your plan design and fund selection. We carefully review all of your fund options with special attention to diversification and specific performance attributes. Our fund offerings are extensive, top rated, and will provide your plan the most flexibility.

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