What We Do
We can help you select a more suitable plan provider if you’re unhappy with your current provider. It may be a communication issue, it may be that your employees’ investment selection is too limited or too passé, it may be that the educational component of the plan is inadequate.
401(k) plans can carry all kinds of hidden costs – unwarranted administrative fees, hidden investment charges. These costs may rile you. But, by providing point-by-point vendor comparisons and cost analysis, we can give you a detailed, picture of your plan’s structure, and tell you whether you can provide the same employee benefits package or better, for less.
We can lift the burden off you and your HR officer, providing a smooth operation of your plan to help you meet your ERISA-compliance requirements.
If your business has grown fast, or so big that you can’t possibly devote more time to 401(k) issues, then allow us to assist you and use our years of experience helping you manage your plan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
