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#Finterms: Qualified Plans

Qualified Plans are a category of employer-sponsored retirement plans. They meet specific federal requirements as outlined in the Employee Retirement Income Security Act (ERISA) of 1974. Designs vary in form and function, but all qualified plans share two characteristics. Plan contributions are eligible for immediate tax deductions.
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#Finterms: Registered Investment Advisors (RIAs)

Registered Investment Advisors (RIAs) provide investment guidance to individuals, families, and institutions. RIAs typically collect percentage fees based on their assets under management (AUM). In contrast, other financial institutions (e.g., broker-dealers or “wire houses”) may receive commissions from recommended investments. Some RIAs also provide financial planning guidance for a fixed or hourly rate.
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#Finterms: Fiduciary Standard

The Fiduciary Standard requires certain parties to act in the best interests of their clients. The fiduciary standard applies to Registered Investment Advisors (RIAs), CFP® professionals, trustees, employers with qualified plans, and others.
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

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