Steven T. Wilkinson Email & Phone Number

Los Angeles, Ca, Us

What if you could compare 401(k) fees by 𝙎𝘾𝘼𝙉𝙉𝙄𝙉𝙂 the incumbent's fee 𝙙𝙞𝙨𝙘𝙡𝙤𝙨𝙪𝙧𝙚 𝙙𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙨 into a system?You can, it's called (k)quote.(k)quote®’s mission is to give our users the ability to build an accurate investment and asset weighted fee comparison in 10 minutes or less, allowing your team to control the conversation on why the plan sponsor should work with you. We're using first to market technology to allow your team to focus on what's important, closing plans (not data entry).Check us out for quick demo today!

Simi Valley, Us

𝗟𝗲𝘁 𝘂𝘀 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗱𝘂𝗰𝗶𝗮𝗿(𝗲𝗮𝘀𝗲)™ 𝗮𝗻𝗱 𝗹𝗲𝘁 𝘆𝗼𝘂 𝗘𝗔𝗦𝗜𝗟𝗬 𝘀𝗰𝗮𝗹𝗲 𝘆𝗼𝘂𝗿 𝟰𝟬𝟭(𝗸) 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲.3(38) Investment Fiduciaries is a 𝟰𝟬𝟭(𝗸) 𝗯𝗮𝗰𝗸 𝗼𝗳𝗳𝗶𝗰𝗲 for 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀. Partner with 401(k) specialists as your back office for anything retirement plan!In addition to being your client's 3(38) investment fiduciary, our office provides:• 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝘂𝗻𝗱 𝗠𝗲𝗻𝘂𝘀 - Tailor build your plan’s investment menu based on asset classes, fund family, cost, etc.• 𝗢𝗻𝗹𝗶𝗻𝗲 𝗣𝗹𝗮𝗻 𝗩𝗮𝘂𝗹𝘁 - Organize and view your client data through our single sign-on online plan vault.• 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 - We provide quarterly investment reporting with commentary.• 𝗖𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗲 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀* - Our team is able to participate in committee meetings.• 𝗙𝗲𝗲 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗶𝗻𝗴* - Our office can provide ongoing fee benchmarkings to ensure the plan is competitive.*certain restrictions apply.