Increased global competition, rapid technology changes, and cumbersome government regulations have made operating your company a challenge. There’s a lot to running a successful business that has little to do with the core business you’re managing, but is still critically important to your overall long-term success. Your company retirement plan is a perfect example. You know you need excellent benefits in order to attract, reward and retain exceptional employees. You know you need to keep the cost of these benefits reasonable and under control. You also know that you don’t want the complexities of monitoring this program taking up your valuable work time.

That’s why we created The 401k Coach^® Retirement Plan Solution^™. It’s a comprehensive evolutionary six-step process that’s built around three principles: simplicity, focus, and balance.

One of our specially trained financial professionals will take you through our evolutionary six-step process to develop a retirement plan that meets your
company's needs.

We will:

• Evaluate your current retirement plan, a process that includes identifying places where you may be paying hidden and unnecessary fees.
• Help find ways to maximize tax benefits.
• Help protect you and your company's fiduciaries from unnecessary litigation.
• Write an RFP and analyze proposals to make sure you obtain the best solution.
• Provide ongoing monitoring of your plan investments on a quarterly or semi-annual basis.
• Educate, excite and motivate your employees to participate

Think of us as one of your employees — one who just doesn't happen to have an office on site. Our expertise is in getting you the results you want, without getting you bogged down in complex rules and regulations. We sit on your side of the negotiating table to find the best retirement plan solution for your company. Once your plan is implemented, we monitor it regularly to make sure it continues to meet your company's goals and objectives over time.

That leaves you free to focus on what you do best: running your business.

By now you're probably wondering just how much this is going to cost. Not to worry. Most likely, we'll be able to uncover places where you're paying unnecessary expenses — hidden mutual fund fees are one example — and use that money to uncover your retirement plan's buried treasure.

Your retirement plan may have hidden costs and expenses. The industry calls these 12 b-1 and sub TA fees. We call them buried treasure, the gold bullion of your retirement plan. Their fees can be used to reduce your plan's future expenses and cover our consulting fees.