401(k) Advisors
120 Vantis, Suite 400
Aliso Viejo, CA 92656
949.460.9898 / 800.959.0071
949.460.9893 fax
Vendor Benchmarking
Looking for a new 401(k) provider can be time consuming and cumbersome. 401(k) Advisors shoulders the burden of searching for a new provider by managing the process from the initial proposal requests to the final analysis, recommendation and even conversion management assistance. Depending on the plan sponsor's goals, objectives, demographics and philosophy, we will match clients with the provider who delivers the highest possible quality products and services at the most competitive total plan cost.
In many instances, we perform routine benchmarking reports for clients who aren't necessarily looking for a change but instead want to make sure that total plan costs are relevant to services being received. 401(k) Advisors recommends this fiduciary exercise to all its clients at least every 2-3 years.
Securities offered through Financial Telesis, Inc.
Investment Advisory Services offered through 401(k) Advisors, Inc.
Financial Telesis, Inc. is not an affiliate of 401(k) Advisors
