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Jonathan McCarty, CFP®
CERTIFIED FINANCIAL PLANNER™
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FULLSTACK
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Welcome to the
FullStack 401(k)
powered by
EFG
!
How to get up & running:
If you already have a plan:
A comprehensive financial dashboard for you and your employees:
GET STARTED WITH RIGHT CAPITAL
Additional
Files
and Documentation:
Company Information Form
Enrollment Form
Plan Design: What to Think About
Fund List
Plan Costs Summary
Safe Harbor Plans
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