1212 Avenue of the Americas, Suite 1901

New York NY 10036

(212) 967-5466

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Copyright © 2017 Lionshead Wealth Management, LLC

Does your business offer a 401(k)/profit sharing plan through ADP Retirement Services?

Have the assets in your 401(k) plan grown within the past three or more years?

Have you audited your current fee structure to ensure that it is appropriate and the ‘best’ deal your business can get?

Have you explored newer or enhanced plan designs?

Are you satisfied with the level of service you are receiving?

Our strategies seek to lower overall expenses and improve service without leaving the ADP platform. We enhance participants' connection to the plan by maintaining regular contact. Our current client roster includes: doctors, dentists, attorneys, accountants, real estate developers and other professionals – all who have found improved service and lower fees while remaining at ADP.