611 Columbia Street NW, #2D
Olympia, WA 98501
Telephone - (360) 338-0645
Toll Free - (855) 371-0327
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
- 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.