In recent months, several small to mid-sized businesses have asked if we could do a one-time review of their 401k plan. The answer is a resounding, Yes!
Our 401k Checkup 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 a summary report of the findings and suggestions for improving your 401k.
Call us to schedule a brief call to learn more about the 401k Checkup.
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.
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