Launch or Improve Your Company 401(k) With Confidence!
If you’re an employer who needs to set up your first 401(k) plan to comply with new state or federal mandates, or you’re simply ready to offer a great retirement benefit, I’ll help you get there.
Already have a 401(k)? I can review your current plan for hidden fees, outdated designs, or compliance gaps, and help you modernize it to save money and reduce liability.
For Employers Starting Their First 401(k)
Determine if your business is subject to federal or state mandates
Select the right provider”
Handle compliance & filings”
Educate your team so you feel confident
Already Have a 401(k)? Let’s Lower Your Costs
When was the last time you reviewed your 401(k) fees? Many plans carry unnecessary costs that eat away at both your bottom line and your employees’ retirement savings — but the good news is, those costs can often be reduced without sacrificing quality.
Benchmark and uncover hidden fees so you know exactly what you’re paying and where savings are possible
Transition to low-cost, modern 401(k) providers that streamline administration and lower expenses
Restructure investment lineups to remove revenue-sharing and reduce fund costs for employees
Provide fiduciary oversight and plan design improvements to keep your plan compliant and competitive
