We are proud to introduce a new service for 401k plan sponsors. Our 401k check-up is a one-time consulting engagement designed to help you identify issues and opportunities within your 401k plan. We will help you review your fiduciary files, benchmark your service providers, evaluate your fund line-up and assess participant education and advice. Upon completion, we will provide you suggestions for your 401k program.
Why do you need a check-up? Consider these reasons…
1. You want to make sure you comply with all rules and regulations
2. You want to ensure that your files are in good order in case of an audit
3. You want to know that you are offering the sufficient education and advice
4. You want to offer the best plan possible for your management & employees
At Six8 Advisors, we not only focus on retirement plans, we focus on small to mid-sized plans just like yours. Ask us our about our one-time 401k Check-up or ongoing Plan Advisory Services.
Six8 Advisors… Expect More