Broker Check

Get a FREE fiduciary review of your current 401(k) plan

One of our founding core values is Integrity, and that’s why we want you to feel 100% confident in your 401(k) plan even if it’s not with us.

Send us a note

Email us at to request a complimentary summary report of your current plan, including valuable insights on:

  • Your current plan’s fees
  • Hidden costs and expenses
  • Any additional income your current plan provider is making against your best interests
  • Investment quality
  • Annuity quality
  • Investment policies
  • Fiduciary compliance matters such as board composition
  • ERISA-mandated “top heavy” rules compliance
  • ERISA-mandated discrimination testing compliance
  • The quality of employee financial education as required by ERISA

We’re happy to walk you through your Summary Report over the phone or in-person. We believe financial knowledge is power.