401(k) Plan Fiduciary Services
Many 401(k) plan fiduciaries are now aware they are not meeting their fiduciary responsibilities to educate their 401(k) plan participants. I have 20 years experience educating 401(k) plan participants and helping them understand their plan and investing. I provide:
- Individual or group introductory workshops on plan benefits, plan investments, and retirement planning.
- Quarterly investment meetings with plan participants.
- Individual meetings with participants when needed.
As well, I assist plan fiduciaries with:
- Screening plan investment choices.
- Researching replacement 401(k) plan providers.
If you are concerned with meeting your fiduciary responsibilities, concerned that your employees are getting enough help with their investment choices, or that you’ve properly set up your qualified default investment alternatives (QDIAs) please contact me so we can discuss your needs.
