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Jerry Lynch 401(k) Specialist Magazine Advisor of the Month

Client Centered

Jerry Lynch was honored with 401(k) Specialist Magazine's TAPO Award (Top Advisor by Participant Outcomes) in December 2019 in recognition of his innovative and exceptional client service in achieving successful 401(k) participant outcomes, whether through customized plan designs, 1-on-1 employee meetings, topical group presentations, creative profit sharing programs or proven participation drivers.

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