Lisa Morris's Contact Details

Lisa Morris's Company Details

Acuff & Associates

Brentwood, TN, US • 50 - 99 Employees
Financial Services

Acuff & Associates is noted for its relentless attention to detail. We serve as the bridge between the employer, the plan's financial advisor, and the investment/recordkeeping platform. Since all retirement plans are governed by the Internal Revenue Service and the Department of Labor, this attention to detail is the critical piece of protecting the plan. Failure to meet the rules can result in serious tax consequences for the employer. Acuff & Associates happily assumes the role of "quarterback" or "compliance keeper" in offering the client seamless, efficient administration.Our ultimate job is to make our clients' plan meet their goals and to help make employees "retirement ready."Acuff & Associates is an integrated, full-service provider of services that specializes in planning and providing complete, beginning-to-end administration programs for 401(k) and other types of defined contribution plans and pension plans. These services allow clients to enjoy peace of mind through all stages of the process.