401k, 403b, and 457 Plans

As a 401(k) plan sponsor you undoubtedly receive frequent solicitations from 401(k) providers.  The problem is that usually all of those providers offer the same product simply packaged in different wrappers.  To truly impact the retirement security of the employees to whom you have a fiduciary duty you should consider the next evolution in 401(k) plans:

Advisor-managed portfolios from an independent, fee-only fiduciary advisor.

Your participants don’t need more choice, they need more help.  Instead of being forced to build their own portfolio from an extensive list of mutual funds, the vast majority of participants would welcome the help of a conflict-free advisor who has only the participant’s best interests in mind. As an independent, fee-only advisor our firm is uniquely qualified to deliver this solution.  Take some time to learn more about how we can help you provide a better solution for your employees, while also insulating you from the responsibility and liability for investment selection and monitoring.

Learn more about how we can help you.