Services
Semi-Annual 401(k) Review
Description:
This is a service for those whose assets are held in a 401(k) plan and would like independent advice on their choices offered, allocation and strategy. Please, bring the account statement(s), list of investment choices and the Summary Plan Document. If you have other investment or savings accounts, those statements would be helpful as well. This service is also available If your plan is a 403(b), 457 or other employer-sponsored retirement plan.
Recommended for:
Individuals and couples whose largest investment asset is the employer-sponsored plan(s).
Cost:
With an annual contract, $100 per six-month review, collected at the time of review.
One-time, $250 for the first person, $100 for the second person, such as a spouse or partner.