401(k) Plans

Your 401(k) plan may be your largest asset, larger than your home.  However, most individuals pay little attention to this treasured asset.  To increase your odds for a successful and confident retirement take time and get advice on setting up your plan.  Our goal is to help you live a purposeful retirement. 

For Employers:

  • Plan Design.
  • Investment Selection.
  • Fiduciary guidance - 3(21) or 3(38).
  • Educational workshops for employees.
  • 401(k) proposals.

For Employees.

  • Investment selection and asset allocation.
  • Contribution amounts.
  • Beneficiary designations.
  • Income distributions.
  • Income planning.
  • 401(k) and IRA rollovers.

The plans of the diligent lead surely to abundance... ~ Proverbs 21:5