A Combination of Experience and Intentionality
Consistency is our primary focus when dealing with our 401k clients. We want to help take an extra load off your shoulders by effectively managing your employees’ financial wellbeing. Our 401k relationships begin with an understanding of what your team needs. Regardless if you have a current plan, or if you’re shopping for a new plan provider, we can help you make the best decision. We are familiar with and engage some of the top 401k providers in the industry.
Face-to-face is key. We will be wholly involved in making sure things run smoothly within the plan and will consistently service you on-site every six months. During these visits, we provide educational content on relevant financial planning topics, including market updates, use of your 401k website, and even financial wellness for your team. We are more than happy to go over any questions or concerns from the participants and plan administrators. We want to help your company or small business thrive.