Why Would You Pay More for Less?
401k Investment Professionals in an independent, Registered Investment Advisory firm. We're focused on providing high quality 401k solutions to small and mid-sized businesses. We believe that Fees and Funds are critically important to the accumulation of savings yet most advisors are not focused on them and avoid talking about them.
WE ARE DIFFERENT!
We are here to act in your best interest to keep fees low and ensure that only highly rated funds are available for your participants.
Before joining us, these clients were paying 70% MORE in fees.
And... most of their funds were not Highly Rated.
Our solution goes far beyond just Fees and Funds. We pride ourselves on our unique, one-on-one educational process that includes EVERY plan participant. We also provide our clients with fiduciary support by acting as a pure fiduciary on plans.
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Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not a guarantee of future performance. Data referenced above is taken from the last ten plans analyzed in October, 2017. Fund ratings are based on Morningstar, Star ratings. 4 and 5 Star funds are assumed to be highly rated. 3 Star and below are referenced as average or below.