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Month: October 2023

The Biggest Mistakes I See Plan Sponsors Make: Part 1

By Ed McClure, CFP®, PPC® While sponsoring a workplace retirement plan is a worthy endeavor, it also requires vigilant oversight. Plan sponsors must grapple…
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McClure Wealth Management

McClure Wealth is a San Diego financial advisor that helps business owners, individual savers and families make sure they are on track for their goals and retirement.

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701 Palomar Airport Road, Suite 125
Carlsbad, CA 92011

(760) 607-0611
[email protected]

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Retirement insights

Plan-design changes, contribution limits and deadlines that affect California employers — a few times a year, no more.

© McClure Wealth Management – 2026 Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment advisor. Member FINRA/SIPC. McClure Wealth Management and IFG are unaffiliated entities. Diversification does not ensure a profit or protect against loss in a declining market. McClure Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs. Registered for Securities in the following states: AZ, CA, FL, ID, MT, NC, OK, TX, WA. CA Insurance License #0B29274

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