Notes

If you have been given a note by your firm – either recruitment or retention, then your firm will quickly notify you of the amount and give you a date as to when you need to satisfy the requirement. Believe us, we understand how unsettling this demand letter can be.

You may not have the money. You may have a different set of numbers. Rest assured; your note is just another factor in getting you back in the saddle. Like a bank, your firm just wants its money, and it will be flexible, as long as they are contacted with a firm plan by individuals working within state employment guidelines, and this too is our job. 

Our services routinely negotiate terms, and even amounts. It is even possible to eliminate the note altogether, given the right course of action. For now,  avoid contacting your firm regarding the note or even acknowledging an email with their demand. Your firm has the right to garner your non-ERISA investment accounts. We will handle this matter together.