Broker Check

401(k) Optimization

Y0UR PLAN...OUR OPTIMIZATION

"Our Goal is to provide the best possible retirement education and financial advice to your employees. We also ensure that you, the employer, get the best possible service and that we constantly strive to lower your plan costs and fees."

PLAN SPONSOR SUPPORT

We aspire to form a partnership to support your business. We help with all aspects of your corporate retirement plan including; fiduciary governance & oversight, plan design, investment selection & monitoring, and cost control.

PARTICIPANT SERVICES

Helping participants to get on track, and stay on tract, for retirement is the core function of any retirement plan. Our nimble,results oriented approach utilizes the best practices of plan design and behavioral finance to help participants achieve retirement readiness.

PLAN DESIGN

Whether you're a small business owner looking to maximize tax deferred savings, or human resource specialist looking for a tool to recruit and retain talent, we have the skill and experience to maximize the impact of your benefits budget.

ADVANTAGES:

Monthly Retirement Videos
Quarterly Newsletters
Economic Updates
Scheduled Educational Meetings (at owner discretion)
Quarterly Plan Reporting
401(k) Optimizer Tool
1. Low fee Watchlist
2. 404(c) Menu Variety report
3. 404(c) Diversification report
4. Lower fee class report
5. Performance report

 

Contact us today to learn more:
scott@thompsonwealthadvisors.com
704-878-6112

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