Local company reaching out to small business this week

Rocco & Associates Wealth Management, a Fairfield based wealth management firm that was founded to assist individuals, businesses and families across all aspects of their financial lives, is taking part in the Small Business Administration’s National Small Business Week Event.

Every year since 1963, the U.S. Small Business Administration (SBA) takes the opportunity to highlight the impact of outstanding entrepreneurs, small business owners, and others from across the nation through National Small Business Week.

Runs this week

This year, events will take place across the country to engage the small business community and highlight their importance as innovators and job creators who strengthen the nation’s economy. The event runs through Friday.

The SBA defines a small business as “one that is independently owned and operated, is organized for profit, and is not dominant in its field.

“As a small business ourselves, we fully understand the importance of retirement plans and business insurance solutions and the critical role they play in attracting and retaining key employees,” said Joseph W. Rocco, founder and president of the firm. “Over the years we have found that plans are put into place using a ‘set it and forget it’ type approach. After the initial launch, they potentially don’t garner the attention, especially within the small business community, to keep them up-to-date. This could include, but is not limited to, coverage, investment choices and performance, changes in the rules set forth by the Employee Retirement Income Security Act (ERISA), as well as additional record-keeping and administrative requirements.”

Free offers during the week

For the entire week, any small business that contacts Rocco & Associates Wealth Management and sets up an appointment will receive a free consultation of their current company retirement and/or business insurance plans. All plans will be benchmarked to determine overall fees, expenses and record keeping and administrative charges.

The team will then provide initial investment recommendations by request that could potentially benefit the programs in the future. “This is not a client acquisition strategy, but rather a way for us to help support other small businesses that may not have the expertise or simply don’t have the necessary budget to fund such a review,” said Eric C. Johnson, director of business development.

Rocco & Associates can be reached 9-5 p.m. or through social media and their website at www.roccoandassociates.com.

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