
You work hard to provide a quality
retirement plan for you and
your employees. You need
to make sure your efforts
are being rewarded.
The Retirement Plan Services Group is dedicated to making
sure your retirement plan is stable and reflects
your desires. Through long term, personal relationships,
our plan advisors observe your company's growth
and help you plan by using the best retirement
plan strategies to protect your wealth.
In doing this, we start with open and frequent communication.
We know retirement plans are fluid based on the
status of your business. Through regular interaction,
we examine your plans' most current strengths and
weaknesses and help you to make optimal changes.
The Retirement Plan Services Group
is a group of degreed professionals who
work closely with their clients to develop
solutions for their retirement plan,
compliance, reporting and administration
needs.
To learn more about the opportunities the Padgett Retirement Plan
Services team can provide you, please contact:
Cyndi Mergele, SPHR, PI
Manager, Retirement Plan Services Group
cyndi.mergele@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966
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