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WHAT WE DO

services

You set up a 401(k) plan with good intentions. But many businessowners are finding their plan isn't working as well as it could. We can take care of your increasingly complex fiduciary responsibilities with a low cost and effective 401(k) solution. Let us take this burden off of you.

 


THREE MAJOR BENEFITS


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Reduced plan costs

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Satisfied employees

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Peace of mind

 


What we provide:

 

✔   Investment selection assistance
✔   Employee education
✔   Ongoing investment monitoring
✔   Fiduciary guidance
✔   Customized investment policy statement (IPS)
✔   Guidance through plan transition
✔   Support from a Fee-Only Financial Planner
 

 

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