Call one of our specialists
at 800.959.0071 or email insight@401kadvisors.com
Employees want access to a live financial consultant for more choice, confidence, and opportunity to build a secure future. Employers want to improve retention, performance and the bottom-line results.
Individual Financial Consulting
Employees want access to a live financial consultant for more choice, confidence and opportunity to build a secure future. Employers want to improve retention, performance and the bottom-line results.
401(k) Advisors offers dedicated financial planning experts to consult with plan participants—on an as-needed basis and at no cost to you. This service is confidential for participants and delivered in an environment of privacy and trust.
On-Staff Expertise
Participants sit down with a licensed professional who conducts an extensive review of their financial profile with custom analysis on a range of financial needs including:
- Retirement Assets
- Non-Retirement Assets
- Investment Selection
- Asset Protection
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- 529 College Planning
- IRA Rollovers
- Investment Diversification
- Term Life Insurance
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Key Motivators¹
Consider these national contribution averages, and you’ll understand why we are highly motivated to change status quo:
- 89 percent of eligible plan participants do not contribute the maximum
- Up to 25 percent do not contribute at all
- More than 60 percent do not increase retirement amounts over time
Together, we hold a life-affirming responsibility—to educate employees to save for retirement and invest in their futures.
¹Statistical source: Recent Report by the Director of the Boston College Center for Retirement Research
Contact one of our plan specialists today at 800.959.0071.
Or email insight@401kadvisors.com. Earn a little extra employee loyalty.