Schedule a 401(k) Check-up Today!

For a complimentary, no obligation fiduciary review of your company’s retirement plan, please give us a call. Don’t wait for the Department of Labor to come calling!

  • Are your employees being offered access to investment education?
  • Do you know what fees you are paying for your current plan? Are you paying too much?
  • Do you have a written Investment Policy Statement in place for your plan?
  • When did you last review your plan’s investment options?
  • Are you following the guidelines set forth by the Department of Labor that require you to manage the plan as a “prudent expert” would? Have you hired an expert to handle these duties on your behalf?
  • Are you offering your participants effective diversification across broad asset classes?

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