CONTACT US: Phone (858) 547.1810 | Email: INFO@401kfeeonly.com

ABOUT US

As fee-only advisors, we are not affiliated with a specific investment house and therefore can offer plans that are only in the best interests of our clients.

We act as a fiduciary for your retirement plan. We receive no commissions, referral fees, or soft dollar fees from any investment provider.

We are members of the exclusive National Association of Personal Financial Advisors (NAPFA), a fee-only organization that sets the standards for fiduciary responsibility.

We are also members of the American Society of Pension Professionals and Actuaries (ASPPA); the preeminent association of pension plan professionals.

Our plans all contain diversified portfolio choices that simplify and maximize the returns for participants. Our goals are to provide the best plan available to your participants which in turn minimizes your ERISA liability risks as a plan sponsor.

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BUSINESSES

Our plans contain diversified portfolio choices to simplify and maximize the returns for participants. Our goals are to have the best plan available for your participants, which in turn minimize your liability risks as a plan sponsor.

CURRENT PLAN SPONSORS

The majority of current plans do not meet the 404c requirements to reduce your liability risks under ERISA law!

Convert your high-cost, high-liability risk plan now!

No fine print needed here.