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401k Pro: Putting An End To The Confusion

 

PROFESSIONAL, EASY TO UNDERSTAND ADVICE.

401kPRO was created to help you better understand and invest appropriately in their employer-sponsored retirement plans. 401kPRO does not replace your current 401(k) administrator, but operates independently of your plan. Furthermore, it does not require any additional work on the part of the Human Resource department, nor does it create an additional cost for your company. Our advisors review the funds available in your plan and, based on each participant's retirement timeframe and risk tolerance, provide them an easy to understand, written report detailing which funds are appropriate for them. Our recommendations are based on Nobel Prize winning theories and our reports instruct the participant on exactly which funds to invest in and how to allocate their portfolio.

A recent DALBAR study indicated that over 20 years the market has grown by over 13% annually, while the average investor has only seen their portfolio increase by 4%.

Signs You Need This Service

 
    Puzzle 
Arrow Your participants are confused by the plan choices and worry
that their money may not be invested properly.
Arrow Your participants don't have time to stay current and knowledgeable on
all the investment choices your plan has to offer.
Arrow Your participants never rebalance their portfolio.
Arrow Your participants are concerned they are not making enough
money when the market is strong.
Arrow Your participants are concerned they are losing too much money when
the market is weak.

 

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