401K MANAGEMENT

“Can you just do it for me?”

That is the #1 question we have received over the years. Employees want help in selecting their funds and managing their account. Until now, that was not allowed. Utilizing our 401k in-plan advice solution along with your 401k plan, we can select the investments for you, build your portfolio, manage your portfolio on-going, and provide you quarterly report cards projecting how much income you are potentially on-track to receive in retirement.

Today, half of American workers are not ready for retirement, according to the most recent confidence survey published by the Employee Benefit Research Institute.¹ Eighty-one percent of employees say they are a little or a lot behind schedule in planning and saving for retirement.

Employees want to know “Can you just do it for me?” Now, the answer is “Yes!“ 

Expertise really does make a difference.

A study commissioned by Charles Schwab found that over 80% of 401(k) plan participants want professional investment management and advice to help them manage their 401(k) account. Stated another way, they don’t want to be told what they could do, they want someone to do it for them.

And who can blame them? Participants who used fiduciary investment advice and services earned 2.92% more per year than “do it yourself” investors.² A 2015 study released by Vanguard found similar results.³

We can help you achieve your goals.

1: https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7, 2:  http://financialfreedom.wwwsrc2.supercp.com/wp-content/uploads/2019/03/2011AonHewitt-Study.pdf, 3:  http://financialfreedom.wwwsrc2.supercp.com/wp-content/uploads/2019/03/Vanguard-The-added-value-of-financial-advisors.pdf

NEED HELP MAXIMIZING YOUR 401K?

GET YOUR FREE ASSESSMENT