Is this you ?


As a responsible party for your company's 401k plan are you ...
  • Unsure of the fees you and your participants are paying?
    Understanding fees is an ERISA requirement.

  • Concerned you are not receiving objective advice?
    Do you know how to spot conflicts of interest?

  • Concerned your participants are not adequately prepared for retirement?
    If they are not, will they blame you?

  • Uncomfortable making investment selections for the plan? r tn?
    Fiduciaries are held to the standards of a prudent expert.

  • Concerned over fiduciary liability?  
    Do you fully understand your fiduciary requirements as a plan sponsor?

  • Desiring assistance in selecting a new provider?
    Are you tired of stacks of proposals with no consistent comparison?

  • Unhappy with the level of service from your advisor?
    Would you like a more pro-active relationship with your advisor?

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Confidence that you are:

1.  Fulfilling your fiduciary obligations.
2.  Paying reasonable fees.
3.  Providing your participants with the means to adequately      prepare for retirement.
4.  Receiving objective advice.
5.  Sponsoring a successful 401k plan.

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