Portfolio

Low Cost 401(k) Plans

    Most 401(k) plans set-up before 2020 are expensive and have significant investment limitations. Technology and innovative plan design has changed what is possible. I have partnered with Employee Fiduciary to offer 401(k) plans that are full service, extremely low cost, offer a very wide range of investment choices and a portfolio managed by me that participants can choose. I offer 401(k) plans that are designed to be low cost and offer top ETF investment options. Let me show you what is now possible with a free 401(k) plan review and proposal. Here’s what you will get: A fiduciary standard applied throughout the process. An objective review of your current retirement plan. A 401(k) proposal with no commissions and no hidden fees. Low fees on the 401(k) plan itself – often 50-70% less expensive than pre-2020 plans . Low fee ETF investment options – often 30-50% less expensive than mutual fund style subaccounts. Custom plan design – including Safe Harbor, profit sharing and loan provisions available. Dedicated service team – talk to the same people every time. Multiple investment strategies for different risk tolerances and objectives. Bluemound Sustainable Growth model portfolio managed by Kirk Spano. Contact me today for a free 401(k) review and proposal. A simple timeline and checklist for getting started. To learn more about getting started, contact me today and we can begin a conversation.

    Read More