508-277-5847 [email protected]

401k Plan Consulting

My 401k consulting services are provided as a level-fee financial advisor as defined by the Department of Labor in their Fiduciary Rule.


401k Services

  • Build a template for your company’s 401k or ERISA 403b plan that produces plan-specific investment recommendations and reports as well as fee and compliance reports all of which are now required by the government.
  • Provide investment advice to plan participants, encourage them to take an online is profile assessment we can use then to rebalance their account or allocate their contributions.
  • For companies without a retirement plan, I size up and help implement the one (401k), profit-sharing, 403b, SIMPLE, SEP. Solo 401k that works best for your company.
  • Service your company’s life and disability plans and design executive carve-outs as needed.

Helpful Forms


Hours & Info

M-Fr 8am- 5pm, Some Nights as Well

Virtual Appointment

June 2020

If you're concerned about your financial future, lets talk