The 401(k) Expert offers retirement plan consulting services to retirement plan sponsors and individual participants. For plan sponsors, services include investment policy statement preparation, non-discretionary investment advice, investment selection, due diligence reviews, investment monitoring, and advice on default investment alternatives. The 401(k) Expert also provides participant education and enrollment services, qualified plan development assistance, fiduciary file setup, and benchmarking. Workshops are offered free of charge.
Assets Under Management$21M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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