Your provider says everything’s fine.
Your gut says otherwise.
Prefer to set up an online meeting and avoid small talk? Book a time.
Your 401(k) Shouldn’t Feel Like a Second Job
If you’re running a business, you already wear too many hats. Adding “401(k) expert” to the list? No thanks.
Most growing companies already have:
- a payroll provider
- a recordkeeper
- investment options
- compliance support
- multiple vendors touching the plan
What they don’t have is one person actually responsible for how it’s all working together.
Who’s running point on the 401(k)? HR? Payroll? Your advisor? Your TPA? You?
That’s where I come in.
Hardship request. Loan issue. Audit prep. Payroll problem. Vendor finger-pointing. Participant confusion. Notice from the DOL. Recordkeeper pitching your employees on something behind your back.
You call me. I handle it.
I’m the person who runs point on the whole thing — coordinating vendors, watching fees, monitoring investments, and catching problems before they become bigger ones. One person. One number to call. One throat to choke when it matters.
And here’s something most advisors won’t tell you: not every business needs a 401(k). Sometimes the right answer is to simplify, change direction, or shut a plan down entirely. Good advice isn’t about forcing a product. It’s about helping you make smart decisions for your business and your employees.
No call centers. No finger-pointing. No one-size-fits-all.
Just judgment, ownership, and accountability.
Your Plan Should be as Unique as you are
Services include:
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401(k) and Profit Sharing Plans
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Defined Benefit and Cash Balance Plans
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Startups, Conversions, or Plan Reviews
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Bundled, Unbundled, or “Let’s-fix-what-you’ve-got” Solutions
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TPA oversight or full plan design and administration
Whether you’re building from scratch or fixing a mess someone else left behind, we’ll meet you where you are—and help you get where you need to be.
