Employer Sponsored

Retirement Plans

The Flat Fee 401(k)

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A POWERFUL COMBINATION OF ADVICE AND EDUCATION FOR YOUR EXISTING 401(K) PLAN. 

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$0 Commission.  $0 Revenue Sharing

No Plan Transfers - No Blackout Periods 

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SAME PLAN - BRAND NEW EXPERIENCE

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THIS TIME IT'S PERSONAL - Turning 401(k) Into Lifetime Income

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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.

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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.

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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.