Retirement Plan Consulting
Retirement Plan Consulting for Plan Sponsors
Plan sponsors carry significant fiduciary responsibilities, and at My 401(k) Advisors, we make it our priority to help navigate these obligations with confidence. Our team begins by designing a retirement plan that aligns with your company’s corporate and human resource objectives while ensuring ongoing fiduciary compliance. But our commitment doesn’t stop there—we build lasting partnerships to support your plan’s long-term success.
Our mission is to empower individuals at every level by providing the education, resources, and strategies they need to maximize their benefits. Whether it’s saving for retirement, making smart investment decisions, or managing finances effectively, we help people take control of their financial future and achieve their unique life goals.
Reaching Multiple Stakeholders
At My 401(k) Advisors, our mission goes beyond managing investments—we strive to make a meaningful impact on people’s lives. While financials are important, we believe true success lies in how well individuals throughout an organization understand, save, invest, and manage their money.
Working within the retirement space gives us the opportunity to create value at every level. We help business owners feel secure in their plans so they can focus on their teams, support HR and benefits professionals in making their jobs more rewarding, and empower employees to build financial confidence and reduce stress. By addressing the needs of all stakeholders, we create a stronger, more financially secure future for everyone.
Investment Management & Employee Outcomes
Our team of seasoned money and portfolio managers is dedicated to building and maintaining a robust core fund lineup that offers participants opportunities for diversification. We provide a range of investment options, including age-based and risk-based strategies designed to support long-term financial growth. Additionally, our goals-based Advisor Managed Accounts offer a personalized approach, tailoring investment strategies to individual needs and objectives.
We believe that strong financial outcomes begin with meaningful engagement. By combining face-to-face interactions with innovative technology, we help plan participants find solutions that align with their goals. Our approach includes group meetings, one-on-one financial coaching, and comprehensive data analysis to gain a holistic understanding of each participant’s unique needs.
