My AmCheck Rep is the greatest account manager ever! She helps us tremendously with all of our payroll and human resources needs. We appreciate how easy she makes everything and her answer to almost every question is "what ever makes it easier for you, we are more than happy to help." She is so accommodating and makes a sometimes daunting task very convenient. We love her!! - Kim L
- Published on Sat | 01 Mar 2008
AmCheck Announces New Team to Enroll and Advise on 401(k) plan
AmCheck would like to take this opportunity to introduce Mark Barenbaum, LUTCF, Paul Burns, MSFS, CLU,ChFC, CEBS, Paul Hershenberg, Brad Hughs and Heather Rick with Southwest Wealth Advisory Group, LLC* (SWAG) as new additions to our 401k department.
Dean Lucente, President of AmCheck stated “Our client 401(k) plans have grown so much in assets and number of participants in recent years that we needed to be able to better serve clients and their employees.” and “AmCheck clients will notice immediately that our new representatives will be reaching out to them and their employees, much more then ever in the past. Also, with AmCheck being in 10 cities and experiencing growth, the plans could not be maintained by one individual any longer.”
Combined SWAG’s representatives have over 50 years experience in the financial services business. Their role as your AmCheck 401k representative will be to assist with questions or any support you and your employees may need as it relates to the 401k with AmCheck or John Hancock Pensions.
A SWAG Representative will be contacting you in the next few days to introduce themselves, answer any questions you may have, discuss open enrollment and set up a face to face meeting or conference call, whichever is more convenient for you.
If you would like to contact any of the above mentioned SWAG representatives directly they may be reached at (602) 931-4450 or by email at firstname.lastname@example.org .
*Southwest Wealth Advisory Group, L.L.C.’s broker dealer is Woodbury Financial Services, Inc. Member NASD, SIPC, Registered Investment Advisor and Member of Hartford Financial Services Group.