Is your plan up to today’s standards? Are you meeting your fiduciary obligations as outlined under ERISA Law? Pricing for 401(k) plans has dropped by as much as 30% in recent years. Plan features have evolved to help employers and participants better meet their retirement goals. Meeting with an independent 401(k) professional for a plan evaluation can not only provide valuable market and comparative information, but is an important step toward meeting your fiduciary obligations under ERISA and ensuring you are providing the best plan possible for employee participants.

401kExchange has developed a nationwide network of Retirement Plan Specialist that can provide localized service and support. This network of advisors is completely independent of 401kExchange and any one Plan Provider. An independent Retirement Plan Professional has the ability to analyze existing plans and / or make recommendations from a menu of retirement plan products or platforms that may better suit the needs of your company. There is no cost or obligation for a plan review arranged through 401kExchange.

By taking advantage of a no-cost no obligation meeting with a retirement plan professional in our network you can:

• Uncover hidden costs or unnecessary fees, which can often reduce your plan costs substantially.
• Assess how your current plan compares to alternatives in the marketplace.
• Put you on the path to meeting your fiduciary responsibilities under ERISA.
• Recommend solutions or options that may improve overall plan performance and satisfaction.
• Insure you are providing the best plan possible to participants.

To schedule an advisor meeting, please provide us with the following information or simply call us toll-free at 1-866-212-6592.

We will contact you within two business days.