401k plans

401k plans for business

Serving Chicago & Chicagoland area  - We help design a plan that maximizes benefits for top employees so you can retain & attract top talent

EMPLOYEE BENEFITS ARE COMPLEX

Generally, people tend to avoid what is most unpleasant to them. We often put off those activities that we dislike. Finance is one of those undertakings, it is intimidating, its complicated for many and its time consuming, especially when it comes to understanding where to invest your money. 


Finance in short is a headache, especially management of a company’s 401K plan. But if you have a 401K plan for your company, you have a fiduciary responsibility to make sure it is managed in the best interest of all your employees.


We are educators, we provide guidance, and financial help to your employees. Either in a one on one situation or in a group environment. We have found that providing a resource for financial wellness is not just beneficial to the employee, it is most beneficial to the company.

WHAT WE DO

  • Benchmark your plan for performance and expenses
  • Evaluate the plan design to make sure its addressing the needs of the owners and staff
  • Monitoring investments options and oversight
  • Provide ongoing education to your employees
  • Provide individual financial plans at no charge
FREE CONSULTATION

WHY WORK WITH US

  • We are completely independent
  • We partner directly with you and have no conflicts of interest
  • We help reduce your legal and financial risk
  • We use a direct and transparent approach that communicates expertise and confidence
  • to sponsors and participants
  • We increase efficiencies designed to result in increased participation for plan success.
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