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Your 401K plan is more than an account, more than a list of funds. As an employer, it represents a substantial resource investment, benefit, and a fiduciary responsibility. As an employee, it represents your long-term financial security.
The Atlanta based team at 401K Pro Advisor is staffed with industry experts and maintains the highest fiduciary standard for delivering objective 401k advice, plan management, custom investment options, and participant investment advice.
We currently advise 401k plans in seven states and across multiples industries while our customer base and number of plan participants is growing at a rate of more than 30% per year. Whether you are an employer or an employee with a 401k, our mission is to help you make the most of your plan.
With the passage of the new Department of Labor rules that fundamentally change the way 401K service providers disclose fees and conflicts, now is the perfect time for a professional, objective review of your 401K plan.
Our 408(b)2 ToolKit provides the answers you need to understand these new rules, and our FRAMESM (Fiduciary Responsibility and Management Evaluation) service, can uncover and help correct fiduciary shortfalls and improve your plan’s performance.
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401k ProAdvisor managing principal, William Kring, recently attended the 2012 Center for Due Diligence advisor conference in Chicago. The CFDD meeting is the leading event for professional retirement plan advisors.Read More