Our Services

Selecting and sponsoring a 401(k), 403(b) or 457 plan can often be complicated:

Consult 401k was founded with the purpose of helping business owners like you. As an independent advisor firm, we will help you evaluate, implement, and monitor your company retirement plans, including your 401(k), 403(b), and 457 plans. Our plan consulting services will assist you in designing and maintaining a custom retirement plan that strives to simplify your job and seeks to improve your employees’ retirement outcomes.

Our service model is designed for you and your employees.

We want you and your employees to meet your retirement goals, and the resources we offer to your business reflect that mission. By assisting you with your responsibility for day-to-day plan administration, you can have confidence and instead focus on delivering more value to your core mission or business.

Common Reasons Why Businesses Make the Switch:

Businesses that have employer sponsored plans often are not happy with the service they receive, causing them to look elsewhere.

• Failed Compliance Testing
• Seek to Save More on Taxes and Fees
• Low Employee Participation
• Service Failures and Fees
• Strive to Decrease Risk and Improve Performance