Investment Selections
We are able to work with plan sponsors of all different types. Oftentimes, the plan they currently have in place is satisfactory, and may just need a few minor adjustments. In some cases, we may choose to introduce alternative investment solutions for a plan sponsor to implement. The end goal is simple: make sure you are in compliance with all required regulatory procedures AND provide a workable and beneficial solution set for your participants.
In our eyes, an important element of any 401(k) plan is to provide a solution set for your participants that fits the following criteria:
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Easy to understand (we understand that participant investment knowledge base can vary greatly)
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Encourages participant participation
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Cost effective
Most participants are not investment experts. We strive to reduce the uneasiness that a participant may feel when it comes to thinking about their 401(k).
Have you met Andy?
Andy has a wealth of experience in the financial services industry.
