Broker Check

Financial Advisor for 401(k) Plan Sponsors

401(k) Plan Sponsors have many fiduciary responsibilities. They are responsible for selecting the plan platform and the plan investments while keeping the best interests of the participants in mind. They must also continue to manage and monitor the plan on an ongoing basis. There are plans from payroll companies, insurance companies, mutual fund companies and more. How do you search for and then the pick the right plan for your employees? We can help. We can help you put together the design of your plan, search for the appropriate platform, and then implement it and keep it going. We specialize in educating plan sponsors and participants initially and an ongoing basis. The below video is an example of what we might present at a 401(k) Enrollment Meeting. Please view the video and download our 401(k) brochure and then give us a call at Chicago Wealth Management Group (630) 873-3577.

Click here for brochure:   ChicagoWMG 401(k) Capabilities Brochure

How to Save for Retirement Video:



Have a Question About This Topic?

Thank you! Oops!
 

Related Contents

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Retirement Plan Distributions

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.