How can I help you?
I offer specialized consulting, education, and full advisory services tailored for both plan sponsors and participants. Whether you are seeking strategic plan design, regulatory compliance guidance, or comprehensive investment and fiduciary support, my services are designed to empower you at every step of your financial journey.
Consulting
For plan sponsors & financial advisors
Specializing in retirement plan consulting for both plan sponsors and financials advisors, I provide tailored solutions for 401(k)s, cash balance plans, and non-qualified plans. Whether you need ongoing support or a one-time fix, my services include plan design, regulatory compliance, vendor selection, and employee education, ensuring a strategic and compliant approach to corporate retirement planning.
Education
For plan sponsors & employees
With a focus on empowerment through knowledge, I believe in the impact of personalized advice over generic guidance.
From employee education sessions on the intricacies of 401(k) plans and investment decisions, to comprehensive employer education covering options, benefit maximization, fiduciary responsibilities, and plan administration, my approach ensures that financial independence is achieved through informed decision-making.
Full Advisory Service
For plan sponsors
Ongoing support for both investment fiduciary roles, 3(21) or 3(38), coupled with extensive education for both plan sponsors and participants.
This service includes expert guidance on plan design, regulatory compliance, vendor selection, and employee education. Additionally, I offer investment guidance, helping participants make informed decisions tailored to their risk tolerance and financial goals, along with fiduciary guidance to assist plan sponsors in navigating their responsibilities. Continuous monitoring and review of plan performance ensure dynamic adjustments based on market conditions and overarching plan goals.
Get your Free report
Just 15 Questions to Assess Your Plan’s Health
This quick 15-question quiz checks the health of your 401(k) plan, covering areas like fees, governance, and participant support. You’ll get a personalized report with simple, actionable tips to make your plan stronger and reduce risks.