The Herz 401(k) Plan Difference
We partner with you to help you grow your plan
Independent
Services
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Investments
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Independent
Services
Fees
Investments
Technology
Frequently Asked Questions
Can Herz Financial service my existing plan?
Who will handle the plan administration and testing?
How often will my company have educational meetings?
How are the funds selected for our plan?
There are four types of fees in 401(k) plans.
Do you know what you are being charged?
2. Record Keeper
3. Advisor
4. TPA
Interested in switching to a Herz plan?
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Securities
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC AIC and Herz Financial are not affiliated. Additional products and services may be available through Herz Financial that are not offered through AIC. Securities products are limited to residents of CT, FL, MA, NY
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Herz Financial will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.