What We Do
As a retirement plan specialist, I help businesses and nonprofits maintain a 401(k) plan that will reduce overall plan costs, lessen your administrative burdens, and help prepare employees for retirement.
How We Do It
FAQ
Most 401(k) brokers & recordkeepers charge fees as a percentage of total plan assets. Often when the fee is first put in place it seems reasonable, but over time, as the plan grows in value, the amount you pay skyrockets. My firm and our recordkeeping partners charge fees based on the number of employees you have in the retirement plan, factoring in our expected workload. We are best fit for smaller professional firms (doctors, dentists, attorney’s engineers, tech companies) with a stable employee count and rising plan assets.