Is Your Company Retirement Plan in Compliance?  
Are You Paying Too Much?

Are you concerned that your company 401(k) may not be in compliance?  Do you have a hard time understanding the fees you and your employees are paying?  Has your company changed any since you first designed your plan?  

If the auditors come knocking, you should be 100% confident that you are meeting your fiduciary responsibility to your employees.  You should also understand the fees you are paying, and they should be clear and appropriate. You owe it to yourself and to your employees to answer these questions.  Here is all you need to do:

  1. Schedule a time to talk with one of our advisors.  This initial call can be completed in as quickly as 15 minutes.  Yes, it's that simple.
  2. We give you a concise list of documents to provide to us.  These documents will help us all gain clarity and determine the best course of action for you.
  3. We provide you with an engagement letter and agenda.  The agenda serves as a basis for future discussions, and the engagement letter clearly outlines our fees and services provided.  We can also schedule a follow-up meeting to discuss both of these documents with you.
  4. You have a clear path forward. Maybe you stay with your current provider and  financial advisor.  Maybe you keep your provider and enlist our help to serve as financial advisor.  Maybe you change both your provider and your advisor. Regardless of your choice, you now have confidence and can feel good about your decision.

We understand that your time should be spent running and growing your business. We also know that 401(k) plans can be complicated and expensive. That’s why we have a clear, straightforward process to help you understand and take action on the most critical elements to your plan.  Submit a request today so you can be 100% confident that your employees have the type of plan they deserve: