Fiduciary review of your current 401(k) plan
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 bleppla@lepplacap.com 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.