• WHEN WE HAVE QUESTIONS, we have no one who can help us immediately with getting the right answers and direction…

• Our fees seem competitive but WE AREN’T SURE IF WE ARE OVERPAYING compared to other plans…

• We haven’t seen or heard from our advisor in years, or the ADVISOR ISN’T PROACTIVE WITH EMPLOYEE EDUCATION OR EMPLOYER GUIDANCE AND SUPPORT…

• Our employees have questions regarding how much they should save or where to invest, but OUR ADVISOR OR THE INVESTMENT VENDOR IS NOT ALWAYS AVAILABLE TO MEET WITH OUR EMPLOYEES…

So many times, our clients receive emails or calls from solicitors or advisors scaring them into believing their plan is either broken or they are paying too much. The first thing they want to do is to CHANGE the plan, rather than IMPROVE it.

At 401k America, we believe that the first step is to IMPROVE your plan, NOT TO CHANGE IT.

Many of our clients will actually keep their investment vendor but improve the investments offered, and help to lower pricing. Adding additional servicing at the employer and employee levels will also help to IMPROVE the plan servicing and overall experience.