Some vendors cater to larger plans, some are structured for the smaller plan, and some vendors offer a 401(k) product as a “side” business while for others their 401(k) service is the primary model. New clients often wonder if they are with the right vendor for their plan dynamics. We subscribe to the old adage “if it ain’t broke don’t fix it”. But if it is broken – we will lead the charge.
With 20 years in the 401(k) arena, we thoroughly understand the industry, vendors, investments and the fees charged. Leave it to us to facilitate the entire process from collecting proposals to attending vendor presentations; conducting site visits when warranted; and evaluating and analyzing the proposals. We use a specific set of criteria to narrow down the field of finalists before presenting those candidates to our clients. The criteria are as follows:
Once your choice has been selected, our conversion team will walk you through the entire process. For assistance with your 401(k) vendor selection process, call us at 877-595-0833 or fill out the form below.
Latest Updates & Information
Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.Read full story here
Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.Read full story here