401k Plan Professionals - Your Partner in the Creation & Management of a Competitive Retirement Benefits Program
401k Plan Professionals - Your Partner in the Creation & Management of a Competitive Retirement Benefits Program
Does your organization offer a competitive and engaging retirement benefit that aligns with your strategic, financial, and HR goals? Our team at 401k Plan Professionals has over 55 years of experience working exclusively with retirement plans, and we help employers maximize this employee benefit program as a recruiting and retention tool. We meet both plan sponsors and employees where they are, with customized on-site and virtual education, delivered personally by our team of advisors. 
With our specialization advising on retirement plans for manufacturing companies, we understand the importance of delivering on-going education that is flexible to the needs of each unique workforce. Whether that education is delivered during a production or night shift in a group setting, or 1-1 to advise on an individual’s personal circumstance, our advisors are excellent teachers that empower your staff in pursuing their retirement dreams.As your fiduciary partner, we:
· Provide due diligence and document the fiduciary process to ensure your protection
· Conduct quarterly committee meetings and provide minutes for your fiduciary file
· Benchmark providers and hold them accountable on your behalf
· Alleviate your administrative burden
· Handle and advise on the investments in your portfolio
· Drive outcomes and participation rates through custom plan design
· Offer an annual ½ day Plan Sponsor Fiduciary Summit, along with on-going education to plan committees
One of our top priorities as a certified women-owned business is community wellness, as we believe that we are only as healthy as the communities we serve. So far in 2020, all three of our advisors volunteered at schools to teach financial literacy, our team served breakfast at Sharing & Caring Hands, and we participated alongside some of our clients in United Way’s Action Day, packing backpacks full of school supplies for students in need.We are passionate about helping people achieve their retirement dreams and we will always be your first phone call when you need our support, advice or consultation. Please reach out to Jessica Ballin at Jessica.Ballin@LPL.com, give us a call at 952-835-4485, or visit our website to learn more: www.401kplanprofessionals.com.
Disclosure: Securities offered through LPL Financial, member FINRA/ SIPC. Investment advisory services offered through Global Retirement Partners (GRP), a registered investment advisor. GRP and 401k Plan Professionals are separate entities from LPL Financial.
