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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. |
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Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.
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Headlines & Recent Articles
Retirement Report-April 2012
Pass or Fail? Corrective Actions to Remedy Your Test Results Each year you receive a “pass” or “fail” from your service provider regarding required non-discrimination testing (the Actual Deferral Percentage test and the Actual Contribution Percentage test). More>>
Survey Says: Younger Workers More Diligent About Saving for Retirement A significant challenge for many plan sponsors is to encourage, educate and explain the benefits of saving for retirement to their younger employees. More>>
Fiduciary Focus: Erisa 404(a) and 404(c) Revisited With so much change facing our industry and the ongoing challenges confounding plan sponsors today, now is a good time to review basic fiduciary responsibilities. More>>
Monitoring Asset Allocation Investments for Meaningful Analysis The ScorecardSM System, ranks active, passive and asset allocation strategies based on a zero to ten scale (worst to best). 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 and Kimberley Fulcher Earn Accredited Investment Fiduciary® Designation from fi360 - October 29 2010 Trent Grinkmeyer and Kimberley Fulcher of Grinkmeyer and Leonard Wealth Management have 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!
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