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401(k) Management

While employer-sponsored 401(k) plans are powerful retirement tools, most people don’t have the time, expertise, or desire to manage their investments actively. The result? Many Americans are missing out on potential growth that could make or break their retirement dreams.

Why Your 401(k) Needs Professional Management

Here’s the problem: even if you have a trusted financial advisor, they’re often locked out of helping you with your employer’s 401(k) plan. This leaves you managing one of your most important retirement accounts on your own, while getting professional help with everything else.

Research proves this matters. A comprehensive study by Financial Engines and AON Hewitt found that people who received professional help with their 401(k) earned 2.92% more annually than those who went it alone, even after fees.* Over decades, that difference could mean hundreds of thousands more in your retirement account. 

*The annual investment performance gap between Help Participants and  Non-Help Participants was 2.92%, net of fees. “Help in Defined  Contribution Plans: 2006 to 2010” Financial Engines and AON Hewitt  (2011)

Our Proven 401(k) Management Solution

Our Savings Plan Management system allows us to provide the same professional investment management for your 401(k) that you’d expect from any other part of your portfolio. No more managing your biggest retirement asset alone.

What you get:

    • Field-tested methodology with over 20 years of proven results
    • Professional management of $750+ million in 401(k) assets
    • Experience with 650+ different employer retirement plans
    • Disciplined allocation and rebalancing strategies
    • The peace of mind that comes with expert guidance

Ready to maximize your 401(k)? Let’s discuss how our specialized approach can help you get the most from your employer-sponsored retirement plan.

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Join our Free Retirement Workshop

We host live retirement classes twice a year, once in the Spring and again in the Fall. Each class runs over two evenings and covers the most important parts of planning for retirement, including:
 

  • Taxes in retirement
  • Healthcare and Medicare
  • Estate planning
  • Investments
  • Income planning

Whether you’re just getting started or already in retirement, these sessions are packed with helpful info to give you more clarity and confidence about what’s next.

Ready to secure your spot? Call our Sidney office at (937) 498-1128 or send us a message for upcoming dates and registration.