Your 401k plan advisor is a key service provider to your plan. A modern 401k specialist will not only help you manage the plan, but will take an active role in participant education and even one-on-one advice.
As a 401k plan sponsor you are responsible for ensuring plan participants have access to a good, compliant 401k plan and they receive the education and advice necessary help make investment decisions and become retirement ready.
A common comment we hear when we first meet with many small to mid-sized 401k plans is “He is a great guy, but we just haven’t seen him in a while”. We lovingly call this the AWOL (Absent Without Leave) advisor. In our opinion, 401k advice should be “fee for service”. No Service, No Fee!
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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