- Why Us
- FINANCIAL PLANNING
- YOUR 401K
- PLAN SPONSOR SOLUTIONS
DO you know what your fees are costing you?PARTICIPANTS
FEES COULD BE UNDERMINING YOUR RETIREMENT
You may not know that every time you choose a fund in your plan, it costs you money. And some investments cost a lot more than others. We can help you choose wisely.
How high fees can derail retirement
Perhaps the single most effective way of improving your retirement prospects – besides saving more diligently – is favoring low-cost investment options in your employer sponsored retirement account. Unfortunately, many investments are saddled with high fees that can undermine rather than enhance your retirement security.
You can identify the less expensive investment offerings in your plan by checking out the investment performance and fee statement that your employer sponsored plan must give you each year in accordance with U.S. Department of Labor regulations that kicked in back in 2012. Or, you can let us help you. We can act on your behalf and implement the research for you, then construct a portfolio built around lower cost solutions.