AI can diagnose, but you may still need a human to initiate fixes

Feeling lost with your company’s 401(k)? Whether you’re an HR manager who inherited this mess, or a business owner stuck with a useless provider, you’re not alone.  AI can help you figure out what that nasty rash is (literally, or figuratively in your 401(k)), but it can’t prescribe the medicine or provide the treatment.  For that you need a human partner.

🔍 DIY Approach: 5-Minute AI Check-Up

For HR pros who want to understand what’s going on.

Paste this into ChatGPT (chat.openai.com):

“I manage a 401(k) plan but don’t really understand it. Ask me simple questions to help identify if we might have compliance problems or service issues.”

Why this works: AI will walk you through what should be happening with your plan. It’s like a no-BS second opinion.

💡 Pro tip: Upload your fee disclosure or plan documents. AI can explain them better than most providers ever will.

📞 Just Fix It Approach: 15-Minute Call with an Expert

For business owners who want answers, not homework.

Schedule a Plan Check

or give me a call 1-619-942-4510

I’ll review your setup and tell you exactly what’s broken—and how to fix it. Diagnosis is free. The cure comes at a very reasonable cost.

⚠️ Sound Familiar?

• You inherited the 401(k) and don’t know who set it up
• The advisor who sold it is long gone
• You don’t know what you’re paying (or what you’re getting)
• Every time something goes wrong, everyone blames payroll
• You’re not sure if you’re even compliant anymore

👀 What’s Really Going On?

Too many 401(k) plans run on autopilot—until something breaks. Your “advisor” from Edward Jones or Merrill Lynch probably learned retirement plans on the job, on your dime.

Below $10M, you might only get the trainee figuring it out as they go.

This short check-in might be the only warning you get before an expensive audit mess.

Schedule Your Free 401(k) Reality Check

15 minutes. Straight answers. No sales pitch.

Want to go down the rabbit hole and take a deeper dive on what AI can tell you about your plan?  Click here

We work with employers across California—including San Diego, Los Angeles, Orange County, Sacramento, and the Bay Area.