ERISA and Retirement Plan Accounts Disclosure
v2026.09.02
- Document version
- v1.0
- Effective
- 2026-09-02
- SHA-256
- 884e9030248fa859459d742ad88bf0022a655f13d57607384a4d824e73a5dcb2
Note
First publication. Written because the Client Advisory Agreement's delivery record listed an ERISA disclosure that did not exist — verified 2026-09-02, zero of eight published disclosures mentioned ERISA. Owner confirmed the firm may take ERISA accounts, so the document was written rather than the row removed.
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