Understanding the Role of a 401(k) Advisor

Managing an employer-sponsored retirement plan comes with a lot of moving parts:

  • Fiduciary responsibilities
  • Plan design
  • Changing retirement plan rules
  • Fees and benchmarking
  • Employee education and engagement
  • Service provider coordination
  • Investment oversight

A 401(k) advisor can help bring those pieces together. But what should you actually expect from your advisor? And how can you tell whether you have the right support?

Use these articles to better understand what a 401(k) advisor does and what to look for in the relationship.

What Does a 401(k) Advisor Actually Do?

A 401(k) advisor’s role can extend well beyond reviewing investments. See how an advisor can help support the plan, the people responsible for it and the employees who participate.

What Does a 401(k) Advisor Really Do? Here’s How They Help You, Your Plan, and Your People →

Is a 401(k) Advisor Different From a Financial Advisor?

They may sound like similar roles, but advising individuals and advising employer-sponsored retirement plans can require very different areas of expertise.

Financial Advisor vs. 401(k) Advisor: What’s the Difference? →

How Can a 401(k) Advisor Make Your Job Easier?

If you’re an owner, HR professional or plan sponsor, you already have plenty on your plate. See five areas where specialized retirement plan support can help.

5 Powerful Ways a 401(k) Financial Advisor Makes Life Easier for Employers →

What Should Employers Understand About Their 401(k)?

There may be more happening behind the scenes of your retirement plan than you realize. Knowing what to pay attention to can help you ask better questions and make more informed decisions.

What Most Employers Don’t Realize About Their 401(k) Plan →

Is It Time to Re-Evaluate Your 401(k) Plan?

Your business changes. Your workforce changes. Retirement plan rules and services change, too. Your 401(k) should be reviewed along the way.

5 Signs It’s Time to Re-Evaluate Your 401(k) Plan →

How Is Your 401(k) Plan Doing?

Not sure where your plan stands today?

Our 401(k) Plan Health Quiz asks 15 quick questions about areas such as plan design, fees, investments, governance and participant support.

Take the 401(k) Plan Health Quiz →

Have questions about your 401(k) plan or the support you’re receiving? Contact Rachel to schedule a consultation →