|
Grinkmeyer and Leonard Wealth Management is an independent investment consulting firm headquartered in Birmingham, Alabama. Grinkmeyer and Leonard Wealth Management has distinguished itself throughout the southeastern United States for providing specialized expertise and services to defined contribution retirement plan sponsors while also offering wealth management and investment consulting to private clients.
Our Defined Contribution Consulting Services can help employers looking for efficient and effective solutions to minimize their fiduciary risk, enhance investment opportunities, improve the overall plan experience and, ultimately, maintain highly successful retirement plans. From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions seek to protect employers from corporate and personal financial liability and increase investment opportunities.
For Individuals looking for independent investment advice and specialized financial guidance, Grinkmeyer and Leonard Wealth Management can help you carefully chart a course to pursue financial success. We invite you to explore our website to learn more about our Investment and Wealth Management services and look forward to learning more about your specific needs. |
Featured Content: Latest Article and Market Commentaries
|
Getting on the Right Financial Track After Graduation: Graduating seniors carried an average of more than $26,000 in student loans in 2011.
View the Featured Article
|
|
|
|
|
Headlines & Recent Articles
Retirement Report – April 2013
Why Is It So Hard to Take a Hardship Withdrawal?
One optional feature to a company's 401(k) plan is the allowance of hardship withdrawals for those participants with immediate and heavy financial needs. These withdrawals are not as simple as one might think, however, as they come under heavy scrutinizing from the IRS. Read further to find out more details on what the IRS looks at in these situations and the pros and cons that both the company and plan participant must evaluate when exploring this option. More>>
Fiduciary Training
Plan participants have the expectations that their plans administrators and sponsors are subject matter experts when it comes to their retirement plan. But do these sponsors fully understand what is required of them and what they are responsible for? It is only one piece of the pie to educate and assist plan participants; the plan sponsors must also obtain proper education and training on their fiduciary responsibilities. More>>
Improper Handling of Hardship Distributions May Result in Significant Problems
In this time of prolonged economic uncertainty, the requests for hardship withdrawals from retirement plans has been on the rise. It is extremely important to review your plan's policy and guidelines concerning these requests so as to avoid unintended detrimental consequences not only for individual plan participants, but for the overall plan as a whole. More>>
New Participant Disclosure Requirements - Are You Ready? - August 2011
Like it or not, 401(k) Plan Sponsors are about to face added pressure from their participants like never before. In less than a year, your employees will receive new annual and quarterly statements outlining the fees they are paying in their retirement accounts along with specific investment information, leaving many Plan Sponsors concerned about how they will handle “hard questions” regarding lackluster or poor investment performance and “new” fees that may have previously gone unnoticed. More>>
Trent Grinkmeyer Earns Accredited Investment Fiduciary® Designation from fi360 - October 29 2010 Trent Grinkmeyer of Grinkmeyer and Leonard Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. More>>
Grinkmeyer and Leonard Wealth Management Recognized as one of Birmingham's Fastest Growing Companies - April 23, 2010
Thanks to our valued clients and hardworking staff, Grinkmeyer and Leonard Wealth Management recently earned the Birmingham Business Journal's prestigious Pacesetters Award. Trent and Valerie would like to thank the many families and businesses who have allowed us to offer guidance and advice throughout the years. Without you, our success would not be possible and we appreciate each and every one of you!
|
