Skip to content
FacebookLinkedInEmail
  • Form CRS
  • (858) 564-8036
Mercer Advisors, Formerly Epstein & White Logo Mercer Advisors, Formerly Epstein & White Logo Mercer Advisors, Formerly Epstein & White Logo
  • Home
  • About
  • Services
    • Asset Protection
    • Legacy Planning
    • Social Security Planning
    • Wealth Management
    • Retirement Income Planning
    • IRA & 401(k) Rollovers
  • Events
  • Media
    • Retire Right Radio Show
  • Education
    • Useful Guides
    • Blog
  • Contact
  • Home
  • About
  • Services
    • Asset Protection
    • Legacy Planning
    • Social Security Planning
    • Wealth Management
    • Retirement Income Planning
    • IRA & 401(k) Rollovers
  • Events
  • Media
    • Retire Right Radio Show
  • Education
    • Useful Guides
    • Blog
  • Contact
  • FORM CRS

2020 with Scales of justice . concept for lawyer, attorney and law

  1. Home
  2. New Year, New Law Part 4: 4 Ways the SECURE Act Could Affect Your 401(k)
  3. 2020 with Scales of justice . concept for lawyer, attorney and law
Previous

2020 with Scales of justice . concept for lawyer, attorney and law

Rebecca Mack2020-01-28T00:33:22+00:00January 28, 2020|

Share This Story, Choose Your Platform!

FacebookXRedditLinkedInTumblrEmail

RESERVE YouR SPOT

COMPLIMENTARY REVIEW

Archives

Categories

Sign Up For Our eNewsletter!

Bradley R. White, CA Insurance Number: OH26322.

MAIN SITE MAP

HOME
ASSET PROTECTION
LEGACY PLANNING
SOCIAL SECURITY
WEALTH MANAGEMENT
RETIREMENT PLANNING
IRA & 401(k)

EDUCATIONAL PAGES

RETIRE RIGHT RADIO SHOW
GUIDES
BLOG
CONTACT

CONTACT US

Phone: (858) 564-8036
Fax: (858) 564-8254
Email: info@epsteinwhite.com

Office Location
9740 Appaloosa Road
Suite 150
San Diego, CA, 92131

Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either "agents" or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement. State of California Department of Insurance (6002802).

Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Mercer Global Advisors Inc. owns and utilizes Epstein & White Retirement Income Solutions (“Epstein & White Retirement”) wordmark and logo in marketing its investment advisory and ancillary services. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. This website is provided solely for informational purposes and is not intended as and should not be considered, investment or financial advice or a recommendation to buy or sell any securities or insurance products. No investment and/or financial planning decision should be made based solely on the information contained herein. The opinions referenced

in this website are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal. Different types of investments involve varying degrees of risk. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute. Chartered Retirement Plan Specialist℠ and CRPS℠ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. No statement contained herein, shall constitute tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.

Copyright Mercer Advisors 2025 | Privacy Notice | Form CRS | Powered by: Simplicity Lone Beacon
Page load link
Register for our Event

Register for our Event

You are now leaving Epstein & White’s web site. The link you have selected takes you to a third party portal. Epstein & White is providing this link as a convenience only and is not responsible for the timeliness or accuracy of the content, or the maintenance or security of this portal. It’s important that users read both the privacy policy and terms of use that are provided by the third party provider (see bottom of sign in page).

I UNDERSTAND AND WISH TO CONTINUE TO SITE

Download Our Important Birthdays Over 50 Guide.

Download Our Required Minimum Distributions Guide.

Download Our Guide - Why 59 1/2 Is An Important Age

Go to Top