A plan provider recently raised plan fees by over 50% to plan sponsors, was it yours?

Most every vendor will tell you they will keep you in compliance. But do they? Who is asking the questions?
We have found companies out of compliance because no one bothered to ask the right questions.

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Education

70% - the percentage of Americans who will rely on Social Security for the majority of retirement income. Even though most of us think personal assets will be our most important source of income when we are old, the truth is personal savings and home equity are not enough to keep us afloat in retirement.

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401k Fee Disclosure

We do not manufacture publicly sold products as do large investment firms or insurance providers. We are independent and fully disclose fees as a registered investment advisor representative of both 401k Capital Advisory Group and Machtig Advisory Services, LLC. Corporate Plan.

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Fiduciary Responsibility

The market fluctuation, the threat of participant lawsuits and the ever-changing regulatory landscape make it an ideal time for plan sponsors to step back and reassess their current practices. The fiduciary standards under ERISA are extremely high, and plan sponsors have an affirmative duty to be prudent experts and to discharge all of their duties in the sole and exclusive best interest of plan participants.

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Because 401k's do not come with instructions, you've got us.

The 401k Capital Advisory Difference

Build a Better 401k Plan

1We understand that offering a competitive and truly beneficial retirement plan for employees is vital to a company's ability to retain valuable talent. Our goal at 401K Capital Advisory is to help you establish Fiduciary Best Practices to better serve you and your employees.

Take the First Step To Financial Security - Conact Us Now!
Education

2Our educational program provides financial training for each stage of life that employees may face in their exploration working years, accumulation-wealth-building, preservation-protecting assets, and disposition-income and legacy planning.

Our educational program provides financial training for each stage of life that employees may face in their exploration-working years, accumulation-wealth-building, preservation-protecting assets, and disposition-income and legacy planning.
Fee Disclosure

3We do not manufacture publicly sold products as do large investment firms or insurance providers. We offer an unbiased investment selection process and disclose fees as a Registered Investment Advisor with 401k Capital Advisory.

Fee Disclosure - We do not nor have ever participated in undisclosed fee sharing
Fiduciary Responsibility

4Workers deserve investment advice regarding their employer-sponsored retirement plan that is independent and free from conflicts of interest. Learn about the 401k Fair Disclosure and Pension Security Act.

Workers deserve investment advice regarding their employer-sponsored retirement plan that is independent and free from conflicts of interest. Learn about the 401k Fair Disclosure and Pension Security Act.