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
The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.Read full story here
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here