Employer Sponsored
Retirement Plans
The Flat Fee 401(k)
A POWERFUL COMBINATION OF ADVICE AND EDUCATION FOR YOUR EXISTING 401(K) PLAN.
$0 Commission. $0 Revenue Sharing
No Plan Transfers - No Blackout Periods
SAME PLAN - BRAND NEW EXPERIENCE
SM
THIS TIME IT'S PERSONAL - Turning 401(k) Into Lifetime Income
Though pensions have largely disappeared, the need for reliable, pension-like income has not, and investing for retirement requires more education and personal responsibility than ever before. However, with the proper investment advice and retirement planning tools, the feeling of a secure retirement can become a reality again.
In The Return of the Pension, I share some of the valuable tips and information that you and your company can begin using today to build, repair, or completely remodel your 401(k) retirement plan to provide a steady stream of retirement income to replace the bygone pensions of the past.
Think of this book as your road map to measuring and improving your employees’ success ratio for retirement planning, enabling you to become a reliable guide for the people who make your company great.
ValuesVest Retirement Plans
Environmental - Social - Governance - Impact - Faith
CORE ESG
Core ESG Folios
SUSTAINABILITY
Earth & Energy Folios
CLOSELY HELD BELIEFS
Faith in Focus Folios
Retirement plan investing designed to match your corporate values and culture.
ZERO %
Based Fees
Easy to Understand Flat Dollar Pricing
More Savings for Participants
A New 403(b)
A (b)etter way to save.
STRATEGY
DESIGN
