401(k) Plan Consulting Services

I build a template for your company’s 401(k) or ERISA 403(b) plan that produces plan-specific investment recommendations and reports as well as fee and compliance reports, all of which are now required by the government.

I provide investment advice to plan participants, encourage them to take an online risk profile assessment we can use to rebalance their account or allocate their contributions.

For companies without a retirement plan, I research then help implement the one (401(k),403(b), profit sharing, SEP, or SIMPLE) that works best for your company.

Fiduciary Benchmarks | How Effective is Your Plan Management Process

FREE PHONE CONSULTATION  – Reach out to Tim Hayes by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult