Wealth Management helps business owners build, improve, and manage their 401k retirement plans. Our 401k plans are easy
for the business owner to administer, safe from a fiduciary liability point of view, competitive, and successful at helping
employees reach retirement. We help our business owner clients maximize their tax savings and deferral opportunities
with their retirement plans. All our plans are "open architecture" and offer many of the best funds from a
large number of the best companies.
To see our report "How to build
a near bullet-proof 401k plan from a fiduciary liability point of view" please call us or click on the bulletproof
link at the bottom of this page.
We partner with the biggest and best record-keeping
companies in the country that operate 401k plans for small and mid-sized businesses.
What can our 401K plans offer than many other plans do not?
1. Better fiduciary liability protection.
2. Increased deferral
rates and tax savings for the owner(s) based on customized plan design.
service, education, advice for your employees. 5-Star Investment Advisor.
Open architecture. A robust fund lineup from a wide variety of the best fund firms.
5. Qualified Default Investment (QDI) options which make investing simple for participants and offer reduced fiduciary
exposure for the business owners if used properly.
We would be happy to give
you a free review of your company's existing 401k plan to see if it is competitive, compliant, maximizing your tax benefits,
and safe from a fidiciary liability point of view.
See our attached note below called
"Is your 401K Plan Comptitive?" for a discussion on the current trends in the 401K business.
Call Keith today at (952) 906-1289 or email email@example.com to set up a free initial meeting to discuss your retirement plan.