| Address: | 100 Brush Creek Rd, Santa Rosa, CA 95404, USA |
|---|---|
| Postal code: | 95404 |
| Phone: | (415) 689-7170 |
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In the case of a 401k this is someone managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. Working with a consultant allows your advisor to be part of team, even signing on as a Fiduciary with respect to the investments of the plan...
Many 401k and 403b plan sponsors are confused about how to find, select and monitor their advisor. The best practice is to conduct a thorough RFP (request for proposal) using an unbiased experienced third party like But smaller plans may not have the time or resources to go through an advisor RFP.
Generally the primary 401k plan advisor (often starts with financial planners who have specialized in retirement plans for employers) will help the employer select an institution who will be the "recordkeeper/bookkeeper" for the plan, and who also will provide investment platforms from which...
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Why Hire a 401k Plan Advisor? Employee 401(k) Login. This portal will take you to your customized dashboard for your plan. Click here to open a new window.
401k-planadvisor.com Financial Advisors, Broker Dealers and RIAs, Defined Contribution Investment Only Firms, Recordkeeping Platforms, Defined Contribution Plan Providers and Human Resource Departments - Engage employees with easy-to-use and immediate retirement planning.
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