Ever wonder: "What am I missing?"
You’re unsure of your fiduciary duty to the plan and are worried about what liability you may have as a result
You don’t know the exact fees being paid, who is paying them and how, and what services are being provided for those fees
Your Financial Wellness Program is inadequate or not sufficiently tailored to your employee’s unique needs
You’re unsure if your current plan advisor is acting as a fiduciary serving the best interest of your plan
You deserve an INDEPENDENT and HOLISTIC review of your 401(k) plan..
Our SECOND OPINION Service
We get to know you, your goals, and your objectives. Understanding your company's unique situation is key to being able to ensure the retirement plan you offer your employees is meeting their needs as well as the company’s.
We look at your existing 401(k) plan, as well as other benefits plan as necessary, to determine what is working, what needs improvement and what might be missing.
We provide an in-depth analysis of your plan and make recommendations to guide you towards a 401(k) plan that works in harmony with your overall benefits program and prepares you, your executives and your employees for long term financial success.
Get a NO-COST, NO-OBLIGATION second opinion today.
Fill in your contact information and someone from our office will be in touch to set up a time to speak with you.