Steven T. Wilkinson Email and Phone Number
As a species, we're going to put someone on Mars in our lifetimes! Yet, our industry is still doing things manually (copying & pasting). This needs to stop! Let alone, weโre still trying to make sense of how to read fee disclosure documents. Iโm on a mission to:1) Remove all data entry from your 401(k) sales process. 2) Help your team make "cents" of fee disclosures documents. Check us out at www.kquote.com.
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Managing Director3(38) Investment FiduciariesLos Angeles, Ca, Us -
Chief Executive Officer(K)Quote Aug 2019 - PresentWhat if you could compare 401(k) fees by ๐๐พ๐ผ๐๐๐๐๐ the incumbent's fee ๐๐๐จ๐๐ก๐ค๐จ๐ช๐ง๐ ๐๐ค๐๐ช๐ข๐๐ฃ๐ฉ๐จ into a system?You can, it's called (k)quote.(k)quoteยฎโs 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! -
Managing Director3(38) Investment Fiduciaries Jun 2017 - PresentSimi Valley, Us๐๐ฒ๐ ๐๐ ๐ฏ๐ฒ ๐๐ผ๐๐ฟ ๐๐ถ๐ฑ๐๐ฐ๐ถ๐ฎ๐ฟ(๐ฒ๐ฎ๐๐ฒ)โข ๐ฎ๐ป๐ฑ ๐น๐ฒ๐ ๐๐ผ๐ ๐๐๐ฆ๐๐๐ฌ ๐๐ฐ๐ฎ๐น๐ฒ ๐๐ผ๐๐ฟ ๐ฐ๐ฌ๐ญ(๐ธ) ๐ฝ๐ฟ๐ฎ๐ฐ๐๐ถ๐ฐ๐ฒ.3(38) Investment Fiduciaries is a ๐ฐ๐ฌ๐ญ(๐ธ) ๐ฏ๐ฎ๐ฐ๐ธ ๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ for ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฎ๐ฑ๐๐ถ๐๐ผ๐ฟ๐. 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:โข ๐๐๐๐๐ผ๐บ ๐๐๐ป๐ฑ ๐ ๐ฒ๐ป๐๐ - Tailor build your planโs investment menu based on asset classes, fund family, cost, etc.โข ๐ข๐ป๐น๐ถ๐ป๐ฒ ๐ฃ๐น๐ฎ๐ป ๐ฉ๐ฎ๐๐น๐ - Organize and view your client data through our single sign-on online plan vault.โข ๐ค๐๐ฎ๐ฟ๐๐ฒ๐ฟ๐น๐ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด - We provide quarterly investment reporting with commentary.โข ๐๐ผ๐บ๐บ๐ถ๐๐๐ฒ๐ฒ ๐ ๐ฒ๐ฒ๐๐ถ๐ป๐ด๐* - Our team is able to participate in committee meetings.โข ๐๐ฒ๐ฒ ๐๐ฒ๐ป๐ฐ๐ต๐บ๐ฎ๐ฟ๐ธ๐ถ๐ป๐ด* - Our office can provide ongoing fee benchmarkings to ensure the plan is competitive.*certain restrictions apply. -
Partner, Director Of OperationsMonarch Plan Advisors Nov 2013 - Present
Steven T. Wilkinson Education Details
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University Of La Verne
Frequently Asked Questions about Steven T. Wilkinson
What company does Steven T. Wilkinson work for?
Steven T. Wilkinson works for 3(38) Investment Fiduciaries
What is Steven T. Wilkinson's role at the current company?
Steven T. Wilkinson's current role is Managing Director.
What schools did Steven T. Wilkinson attend?
Steven T. Wilkinson attended University Of La Verne.
Who are Steven T. Wilkinson's colleagues?
Steven T. Wilkinson's colleagues are Adrian Ramirez, Cimaยฎ, Ashley Wilkinson.
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