The Semjen Group specializes in working with corporate retirement plans such as 401(k)'s, 403b's, Profit Sharing Plans, etc. We are able to work in a number of capacities to meet the needs of your company’s retirement plan. We have the ability to work as Plan Advisors, Plan Consultants, or Plan Fiduciaries. (Andrew Semjen is an Accredited Investment Fiduciary, AIF®)

We work closely with plan sponsors and investment committees to make sure their plan is efficient on all fronts including: pricing, fund performance, compliance, & employee education. As Independent Advisors we are able to provide independent plan benchmarking, unbiased advice and can work with almost any 401(k) Provider. We also work with Plan Sponsors to develop Employee Educational Workshops that fit their employee’s needs.

Sample Educational Workshops

  • Introduction to Financial Planning- An overview of personal financial management and some basics of financial planning
  • Personal Risk Management – A comprehensive review of the short and long term risks we face as investors
  • Planning and saving for Higher education – The Why, when and how of saving for higher education, including how to take advantage of available tax breaks
  • Asset Allocation & Portfolio Construction- How prudent asset allocation and wealth management can potentially improve your financial results
  • Retirement Planning – A comprehensive overview of how to prepare for retirement and potentially generate the income needed to maintain your lifestyle
  • Estate Planning – Defining what Estate planning really is and the importance of proper preparation
Asset allocation does not guarantee a profit nor protect against a loss.