Our mission is to help clients build and maintain high-quality, fee transparent 401k plans while serving the client in a best interest capacity.
We understand the challenges businesses face today. Now more than ever, businesses need to be sure that they are getting maximum return on their corporate dollars invested.
Benefits for employees are very expensive. In order to be successful financially, employees need to understand the value of taking full advantage of the retirement savings benefits 401k plans offer. We will educate your employees on the value of a 401k plan and its importance in saving for retirement.
We believe in working with the top plan providers and helping our clients navigate through plan design in a way that sets them up for fee efficiency, allowing for greater returns with the cost savings generated. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our Vision for Clients
Create 401k plans fully customized to the needs of the business, while providing fee transparency, a fully diversified, low cost investment lineup featuring top money managers and 5 star customer service
As a Plan Fiduciary You Should Know if Your 401k Plan is Compliant. Do you?
According to the Department of Labor, in order for a plan to be compliant with DOL guidelines, a 401k plan is required to perform a detailed analysis of plan expenses, investments, administrative costs, as well as, annual service and administration fees. Have you covered all the bases? We can help you get compliant with a detailed review of your 401k plan.
Discover a Different Kind of Company
We are an independent company, focused on helping our 401k clients stay compliant and reduce potential liabilities from both regulators of 401ks, as well as from lawsuits initiated by disgruntled employees claiming breach of fiduciary responsibility.
We do this by following guidelines set forth by the Department of Labor regarding fiduciary responsibilities of plan trustees
401k Advisor Group is an RIA firm that serves in a fiduciary capacity for its clients. We work for our clients instead of for the plan provider. We work for our clients in their best interest, free from the conflicts of interest that would otherwise exist. We know that this business model presents a platform with the opportunity for great investments plus the greatest cost savings for clients. This is who we are and where we want to be!!
We make sure clients are compliant with all of the responsibilities that go with being a 401k plan fiduciary. We work with some of the most widely recognized and respected names in the business. We have thousands of funds to choose from and can provide great investment lineups, as well as a great technology for sponsors and participants alike. Unlike many of the plans out there, we protect our plan sponsors by designing plans providing total fee transparency along with proper administration.
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.