How We Work

For most employees, deciding what to do with a 401k plan can be a daunting experience. They may become confused about what funds to select or how to allocate their assets. This can result in them feeling stuck in a guessing game, becoming unmotivated, or simply not contributing to their retirement.

This is how we help...

  • We study your company's 401k Plan.
  • We coordinate training one-hour sessions (generally 10-12 attendees) for your employees.
  • We then educate your employees in:
    1. Why you are here.
    2. Market review.
    3. Funds review.
    4. Investment options specific to the family of offered funds.
    5. The importance of investing.

one-hour training sessions