Broker Check

For Business Owners

<b>When was the last time you thought about the state of your company&#8217;s 401(k) plan?</b>

When was the last time you thought about the state of your company’s 401(k) plan?

If you lack the time or inclination to manage your 401(k) plan, we will actively manage it for you.  As a plan sponsor, you may be thinking about the following issues:

  • Should our plan offer our employees more investment choices?
  • How many of your workers use the plan?
  • Do my employees feel connected to their retirement plan?
  • What am I doing to educate my employees on using the 401(k)?
  • How can we make the plan more user-friendly?
  • Is automatic enrollment a good idea?
  • Is there a cheaper plan out there that might be just as good?
  • Are we satisfying the 404(c) employee education requirements?
  • Are we truly meeting our fiduciary responsibility?
  • What steps could we take to try and reduce liability?
  • How does our 401(k) stack up against others in terms of fund quality, costs, and fees?
  • Is there a way we can monitor and evaluate investment performance?

Michigan 401(k) Consultants & Private Wealth Management can help you evaluate your current plan – or set up a new one.

We are happy to share our knowledge and experience. In understanding your company’s goals, objectives, and workforce, we can help you arrange to fine-tune your current 401(k) plan or roll out a new plan from a quality vendor at a competitive price.
If you want to take a closer look at your options as a 401(k) plan sponsor, please call or email today. 

Did you know that Michigan 401(k) Consultants & Private Wealth Management is a full service provider of corporate benefits?  Ask us about our group benefits including life health insurance, life insurance, disability coverage and more!

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