401(k) Check-List

4 – Questions you need to know the answer to:

Who is the fiduciary for your firm? Do you have it in writing?

What services for what fees are you paying? Is that in writing?

Is your plan free of conflict-of-interest? If yes, how do know?

Is your advisor affiliated with a broker-dealer?

If you answered no or you don’t know. call us today. Click the button below to book a complimentary consultation.



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Questions? Call us today at 972-380-0838
For a complimentary consultation or evaluation of your corporate retirement plan, contact us Monday through Friday 9:00 a.m - 5:00 p.m. at 972-380-0838
The Huge Impact of Fees and Expenses on Your Nest Egg