Employer Benefit Consultants
How We Partner with Employer Benefit Consultants
If your main source of business is supporting employees with their Employer Health Benefits, then Curtis Chen, CFP® is your partner of choice for servicing the complex 401(k) plans that employers may include in their benefits plans.
We get that retention is everything, and to keep retention high, you obsess over the client experience. We do the same at Consult 401k, and our goal is to help you build a "moat" around your clients, so you don't lose business to poor partners or other benefit firms.
Which Clients Are Right For This?
We only serve clients that we believe we can help. Employee benefits are critical to retain key employees and attract top talent in the marketplace. Regardless of what you currently offer, we seek to...
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Help business owners meet California State Requirements regarding employee benefits - and often beat CalSavers offering.
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Update their existing, outdated plans and implement a comprehensive retention strategy.
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Educate our clients through quarterly newsletters and webinars.
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Pursue better returns for our clients, giving them the freedom to focus on other important aspects of their business.
What We Do
We specialize primarily on 401(k), 403(b), and 457 Retirement Plans for business owners and their employees. Our plan administration services are designed to be consultative, transparent, and timely.
Similar to how you approach working with your clients, we focus on managing risk, and adhering to a strict fiduciary responsibility.
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