Why work with us?

We represent our client’s best interest as an independent firm working in a fiduciary capacity.
Dedication

We are independent and work for you, not a financial firm
Trusted Providers

We work with large, well known, low cost plan providers
Transparency

We have a simple and totally transparent fee structure
Commitment

We work for all of our clients in a fiduciary capacity
Security

We help decrease your potential legal liability as a plan sponsor
Investment Flexibility

Clients have access to thousands of mutual funds and ETFs for 401k plans

What Encompasses Our 401k Service?

We only work with 401k providers willing to offer our clients excellent value

The Core Services

  • 401k plan design and implementation

  • Evaluation of existing 401k plans

  • Maintenance of 401ks according to Department of Labor guidelines

  • Detailed and scheduled plan service for 401k plans

401ks are our business.

See what we can do for your company’s 401k plan.
Request a Consultation

Our Process

1
Discovery

Understand what the current or future 401k plan objectives are
2
Evaluate

Evaluate plan benefits, cost, and investment performance
3
Compare

Compare plan parameters to that of three competing providers
4
Care

Introduce a fiduciary standard of care for the 401k plan

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Disclosure: Investment Insight Wealth Management, LLC dba 401k Advisor Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Investment Insight Wealth Management, LLC dba 401k Advisor Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Investment Insight Wealth Management, LLC dba 401k Advisor Group unless a client service agreement is in place.