401(K) CONCIERGE

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

 

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.

 

Stuff We're reading

 
 

ARE YOU A PLAN SPONSOR THAT NEEDS HELP?

917-846-9922

 

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

 

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