401k Plans
Click here to see The Advisory Advantage Brochure
The Advisory Capabilites Overview
Our Promise:
- True Independence
- Total Commitment to Plan Sponsors’ Interests
- Unsurpassed Service
- Emphasis on Risk Management and Cost Control
- Dedication to Best Practices and Plan Success
Our Focus:
Company-sponsored retirement plans and their regulation are getting more complicated.
- We are completely independent
- We partner directly with you and have no conflicts of interest
- We help reduce your legal and financial risk
- We use a direct and transparent approach that communicates expertise and confidence to sponsors and participants
- We have a proven record of increasing efficiencies and boosting participation rates for plan success
Our Services:
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Our Approach:
We work directly with you and your employees to provide outstanding service and an overall education strategy.
Advocacy: |
Find the right provider and ensure performance |
Efficiency: |
Reduce the time that you and your staff spend on the retirement plan and maximize the plan’s benefits to your company. |
Advice: |
Ensure plan design and investments remain current |
Protection: |
Complete needed documentation, ensure compliance and develop a prudent fiduciary process |
The Advisory Advantage:
The Advisory Broker/Provider
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X Often locked together |
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X Conflict of interest |
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X No fiduciary role |
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X Broker paid by provider |
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X Held to suitability standard only |
We deliver: |
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Client receives: |
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For more information Contact Us