As a solid conservative, your need to know that Most Advisors are not working in you Best Interest
You’ve heard it a hundred times: “Not all 401K plan advisors are alike.” Which is true. We are not all alike, and in more ways than those ads want to talk about. So instead, they talk about the kinds of investment choices, record keepers, and Third Party Administrators, they help you navigate the right choices for your company.
While they all claim to “only work in the best interest of their client,” they omit some facts. For example, many plan advisors work on a commission basis not a fee basis. They work to put your plan in Autopilot to reduce their efforts such as not actively holding employee enrollment and investment meetings. Many plan advisors don’t benchmark your company plan every three to five years which provides you visibility, and accountability on the required service levels you deserve. They may not have the best interest of the owner’s financial needs nor their politically conservative viewpoints.
Not at all in your best interest.
I only work with politically conservative business owners because I want to be true to my oath to only work in the best interest of my clients. So, what you get when you work with me is an investment strategy that has a politically conservative point of view.
THE RIGHT 401(K) PLAN. LESS RISK. NO SURPRISES.
Save time, lower your costs and avoid compliance risks by putting our 401(k) experts to work for your company. We’ll suggest the solutions that are the best fit for your company, your employees and budget.
- Transparency – Receive fee transparency with no 12B1 fees or hidden compensation.
- Better Options – Gain best-in-class provider and investment options. We’ll find and suggest the plans that are the best value and fit for you.
- Lower Risk – Ongoing compliance and administration equals lower liability and audit costs.
- Service – Receive ongoing employee account service, support and education.
- Save Time & Money – Your401kSource.com will do the heavy lifting, streamline the process, and provide better options – while saving you money.
The your401ksource.com advantage
Quality Delivery and Customer Care… Bob and his your401Ksource team takes care of my company plan.
Rubin Wealth Advisors has been managing my companies 401K plan for six years. As the business owner, I rely on Bob and the RWA team to create high-quality 401K plans for my employees. I value the fact that Bob operates the 401K business through the optics of his wealth management practice, which focuses on maximizing owner return without sacrificing any benefits for my employees.
Here at ALL-TAG, our 401K plan is used as a compensation instrument to recruit, retain, and reward our staff. That said, Bob’s ability to explain and simplify our 401K plan to the employees has directly impacted increased employee participation and contributions.