611 Columbia Street NW, #2D

Olympia, WA 98501

Telephone - (360) 338-0645

Toll Free - (855) 371-0327

info@byrneandcowealth.com

401(k) Plan Advice & Support

WHAT & HOW OFTEN?

  • An advisory service for business owners and trustees who manage and maintain employer-sponsored retirement plans
  • Review of plan costs, plan structure, investment options, etc.
  • Semi-annual or as-requested by the client

WHO REQUESTS THIS SERVICE?

  • Business owners
  • Retirement plan sponsors and plan trustees

COST

  • Plan fees are negotiated for each client and are unique to their specific circumstances and company demographics
  • Structured as a flat fee or a percentage of plan assets.

Have Questions or Comments?

Connect With Us

We are available to speak via phone during normal business hours. If you are trying to connect after hours, please use the form below.

Address: 611 Columbia Street NW, #2D, Olympia, WA 98501

Phone: (360) 338-0645

E-mail: info@byrneandcowealth.com

Office Hours: 8:00 AM - 5:00 PM, Monday - Friday

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