Get Started

Get Started

In order to get you started with our 401k Coach® Retirement Plan SolutionTM we will need to do the following:

  • Evaluate your current retirement plan, a process that includes looking for 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.

In order to begin this process please complete the attached Retirement Plan Evaluator.

Email Us for More Information

If you have questions, please contact Charlie Epstein. Click Charlie's name to email him, or call  1-877-932-6236.