401(k)
401(k) plans often remain untouched for years at a time, especially in corporate settings, but with the financial landscape changing every day plans should be reviewed on a frequent, regular basis. Today, more and more plan sponsors for 401(k) programs are hiring advisors to help with their fiduciary responsibility due to lawsuits regarding high fees and constant changes in standards. We help you understand and manage your fiduciary responsibilities while monitoring the plan's investment offering. We also provide general participant education to help employees better understand their 401(k) plan and available investment choices. Individualized investment advisory services are provided only under a separate advisory relationship.