401(k) Evolution

Get a cutting-edge retirement solution for your business from an organization that understands 401k benefits.

Fiduciary liability is a real issue in your 401(k) plan. Are you still signing a 5500 form?

Most companies, as well as Advisors don’t understand the fiduciary liability associated with their 401(k). Our team takes on the highest level of fiduciary liability by serving as an ERISA 402(a) Named Fiduciary on your plan. You won’t sign a 5500 form.

The DOL wants you to Benchmark your 401(k). Your advisor coming out once a year saying “you’re OK” isn’t a Benchmark.

Our Benchmark and Analysis of your plan will review and contrast fees/expenses, fund performance, administration, structure, service and fiduciary liability.

“There’s no cost or obligation for us to Benchmark your 401(k) and requires literally minutes of your time.”


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* Securities and Advisory Services offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Associates Financial Group, Inc and Client One Securities, LLC are not affiliated.