Branch President
CurrentI help manage 401(k) OUTCOMES by working with Plan Sponsors, Management, Key Employees, and others, to help put together a plan getting TO retirement and THROUGH retirement.On larger Plans, it is tempting to “save” money and use telephone support. In other words, who do employees call when they need help with their second largest financial asset? 800.NO.HELP, which means your employees have no consistent support or plan, then Plan Sponsors wonder why their employees retire at age 65 or 70 instead of 60.I am an active 401(k) Advisor and come to your office quarterly to work with management and individual employees. Studies have shown Plans with an active Advisor such as me, have higher contributions and better retirement outcomes; in other words, employees could possibly retire at age 60 versus 65 or 70. Imagine the payroll and benefit savings of an employee retiring five to ten years earlier!Call today for a free consultation!I am licensed in Oklahoma, Texas, Illinois, Colorado, Nebraska, and Connecticut.