Banking & Finance

401(k) Exchange / Retirement Planning

TransAmerica provides a 401(k) retirement program which may reduce your administrative burden, transfer part of your fiduciary risks, may lower fees and expenses, offers possible reduced audit costs, and covers 5500 filing. A financial advisory practice of Ameriprise provides participant education about the 401(k).  Ameriprise also offers separately from the TransAmerica 401(k) retirement program, personal retirement planning for you as business owners and for your employees.  Contact Susan Elliott, CFP®, CLU® or Wes Zepelin CFA® at 303-407-1250, or by e-mail at [email protected] or [email protected].

Elliott, Zepelin & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. is located at 8181 E. Tufts, Suite 520; Denver, CO 80237.

IRS 2290 & IFTA Tax Filings

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