401(k) Services

ALREADY HAVE AN ESTABLISHED 401(k), 403(b) or TSP PLAN?

401(k)  plans are complex, and the rules are hard to understand and constantly changing.  As plan sponsors, CFOs, CEOs, Presidents and other fiduciaries have personal liability for assets in the company’s  retirement plan.  It’s crucial that plan sponsors partner with an independent firm specializing in services that help reduce exposure to fiduciary liability.

Our 401(k) advisory services help employers develop and maintain a plan that meets their needs, and helps  participants make important decisions about retirement savings.

Services we provide include:

• Bundled and Unbundled administrative solutions with transparent fees and low-cost investments
  
• Recommend an unbiased investment selection with access to more than 13,000 funds and monitor it on an ongoing basis, selecting replacements when required by the Investment Policy Statement (IPS)
  
• Help Participants with education, one-on-one financial advice, and on-site meetings to improve chances of employees’ successfully saving for a comfortable retirement
  

Contact  Invest Smart USA today for a free consultation and learn how our retirement consulting can improve your plan, reduce your liability and  lower your costs. Contact us for a free 401(k) price comparison.