Plan Provider Partnerships

Why Partner With Consult 401(k)?

When you partner with Curtis Chen, CFP® , you are choosing to work with a local LPL advisor that cares about your client's success just as much as you do. 

You've worked hard to develop your client relationships - don't lose them to outside providers for the lack of a single service offering. We get it - retention is everything, so that's why we are willing to:

  1. Split revenue & sign a non-compete

  2. Act as a trusted referral

  3. Save you the time and energy of providing resources and communication around this complex topic

 

Which Clients Are Right For This?

We only serve clients that we believe we can help. Employee benefits are critical for a business owner to retain key employees and attract top talent in the marketplace. Regardless of what they currently offer, we seek to...

  1. Help business owners meet California State Requirements regarding employee benefits - and often beat CalSavers offering.

  2. Update their existing, outdated plans and implement a comprehensive retention strategy.

  3. Educate our clients through quarterly newsletters and webinars.

  4. 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.