Is Your 401(k) Failing?

Let’s face it, most employers are not sure how good or bad their existing plan is, and whether they are missing out on opportunities that are available in the current environment.  There have been substantial improvements in retirement plan platforms over the past few years, which have allowed enhanced customization.  These enhancements have helped employers and employees achieve their most important goals through proper plan design.  Additionally, reduced investment expenses can help all participants improve their long-term performance. 

So how do you determine how your plan measures up?  The simplest way is to have an independent report done that shows how your current plan compares to others your size regarding cost, performance, and liability exposure that may exist.  An additional benefit to having an independent report is that it may help satisfy some plan sponsor due diligence in monitoring the cost and overall effectiveness of your plan.  Research has shown that one of the primary ways to control expenses in your plan is to have a periodic analysis done. 

So, what’s the next?  Simply click below and request your independent report today.  One of our Certified Financial Planners™ will reach out and assist you in obtaining your custom report through an independent third party, so that you are able to verify the overall value the plan is providing for you and your employees. 


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Contact Info

Avery Wealth, Inc.
2540 Spring Arbor Road
Jackson, MI 49203
Direct: (517) 783-1695
Fax: (517) 783-1549