For business with an existing 401(k) plan:

Last year, the Labor Department levied $42 million in fines against thousands of employers for 401(k)-related violations and many of the employers were caught off guard. 

We review your 401(k) plan to minimize your risk exposure. We also provide options to lower your plan cost and improve your plan benefit.

If your 401(k) plan has not been reviewed for more than 3 years or you do not have a document showing your effort, then it is best to have your plan reviewed soon to keep yourself on the safe side.

For business looking to setup a 401(k) plan: 

We specialize in customizing 401(k) plan for companies from start-up to 200 people. We provide either a turnkey system or guide you through the complete setup process.

Wondering about the minimum plan size?  the cost?  where to start?  Contact us, we are your local professional that will provide the hand holding you need. 

If you are considering a plan offering right now, call us. We welcome the opportunity to provide you with a competing proposal.  As a plan sponsor, you pick the best plan for your people and you document the selection process. We help you out on that.

For Individuals:

We provide investment education to 401(k) participants to ensure their money works hard for them and show them how to withdraw money from their retirement accounts that minimize the tax bite.