401(K) CONCIERGE

A bespoke service introducing 401(k) Plan Sponsors to Trusted Advisors

Home: Welcome

WHAT WE DO

Ever wonder what it would be like to have a deep bench of trusted advisors you can count on for honest, unbiased guidance on your company retirement plan? Are your plan fees too high? Will your advisor stand with you when you have problems? If the DOL comes knocking do you have a process in place that will stand up to scrutiny?

Where can you find someone like this? Right here.

At 401(k) Concierge, each client is unique. Which is why we create strategies tailored to the needs of each company. Reach out and we’ll help you get your plan exactly where it needs to be.

Home: About Us

Stuff We're reading

Home: Text

Nov 11, 2019
1 min

Adjusting to the squeeze of fee compression

Investment News (Greg Lacurci) From competitive pricing cuts that defy logic to the increasing cost of cybersecurity and other...READ MORE

Nov 4, 2019
1 min

An 'expensive' 401(k) fee is around 2%, but most people have no idea what they're paying

BUSINESS INSIDER (Eric Rosenberg): 401(k) is a tax-advantaged investment account with much higher annual contribution limit than an IRA,

Jul 22, 2019
1 min

Here’s what the average American typically pays in 401(k) fees

CNBC (Megan Leonhardt):Financial experts agree: Employer-sponsored 401(k) plans are one of the best retirement savings tools. Americans have

Home: Blog2 Custom Feed

ARE YOU A PLAN SPONSOR THAT NEEDS HELP?

stephen@401kconcierge.net

917-846-9922

Home: Contact

Membership for Advisors in 401(k) Concierge is by invite only. If you would like to apply, contact Stephen Flink, stephen
@401kconcierge.net