Business LadyBusiness Lady

Retirement Plans - Disclosure Catalog

Retirement Plans

This section contains documents that include a description of the services that Avantax Investment Services and/or Avantax Advisory Services (Firm) is providing to you with respect to your retirement plan(s) and the compensation that we receive in connection with these services.

Please Note: Avantax will periodically post any updates to the firm’s 408(b)(2) Disclosure Documents to this website but will no longer mail notices with these updates to plan sponsors. As such, you are encouraged to periodically review the website to access the most current disclosures. In the event you do wish to receive a hard copy form or have any questions on the content or of which disclosure(s) are applicable to your plan, please contact your Financial Professional for assistance.