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401(k) Participants- Want your retirement plan fixed, but don’t want to read the book?

Put our FREE and CONFIDENTIAL “401k Fee Protection Service” to work for you!


As an independent plan fiduciary, we offer employers a free "Fee Compliance Kit" which includes documents and simple steps they must take to ensure that their 401k participants do not suffer from excessive fees. It is their legal obligation to do so. Many employers are not aware that they need to take these steps to protect their 401k participants. Unfortunately, if they don’t take action you will end up paying the price.

 

If you are concerned that your retirement plan fees may be too high, we can contact your employer for you while keeping your identity confidential using a non-obtrusive approach that requires no government involvement.

 

The “401k Fee Protection Service” is an easy way to get your employer to take action. Simply fill out the short form below to protect yourself from excessive retirement plan fees, or call 1-877-401K-ASK.

 

View a sample of the communication we will have with your employer.
 
 
 
I want to protect myself from excessive retirement
plan fees, please notify my employer of your free
“Fee Compliance Kit” while keeping my identity
completely confidential:
 
 
 
Employer Name:
 
Employer Address:
  
  Address 1:
  Address 2
(if needed):
  City:
  State & Zip Code:   
  To the Attention of:
  Describe "Other" if Selected:
  Optional - Their:  
  Phone Number:
  Email:
  Optional - Your:
  Name:
  Phone Number:
 
Email:
 
or call 1-877-401K-ASK (1-877-401-5275)

Important Links
 401(k) Fair Disclosure for Retirement Security Act of 2007
FundGrades   Financeware   WealthcareCapital   Read Form ADVII