We help 401k's break up with their financial advisors.

We are proud members of the National Association of Plan Advisors.

All 401(k) plans carry LIABILITY. Those who manage the plan (called fiduciaries) have a legal obligation to act in the best interests of the plan participants at all times.

Here are some of their duties:

Timely and Accurate Communication to plan participants about the plan.

Ensure plan participants have access to low-cost funds that perform well.

Ensure plan participants have access to retirement planning and education.

Ensure all service providers, including the recordkeeper, third party administrator and financial advisor have competitive fees for the services they provide

If your financial advisor isn’t helping you with these tasks then we should chat.

Oh, and one last thing... FEE'S ABSOLUTELY MATTER

(That includes the fees that are snuck into the investments that your financial advisor probably doesn’t talk about.)

Look below…. The difference between total fees in a 401(k) at 1.90% and 0.60% could mean the difference between having $100,000 more in each employee retirement account!

Assumes employee is 30 years old, retiring at 65, contributing
$4,000 per year with a 6% annual return.