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401(k) Plans Built for the Boardroom and the Break Room

It’s recommended to examine and renegotiate your company’s 401(k) provider every two years – a benchmarking process that not only helps keep your company costs down, but also gives your employees value beyond a doubt.

At Carson, we specialize in providing 401(k) plans to fit the needs of every party. We’ll walk through your current 401(k) plan and the options available to you, considering three core benchmarking factors:

● Fees: Not all plans are created equal. Your company and employees could be paying too much for your plan as a whole, or the individual funds within your plan.

● Funds: Do the funds provided in your plan fit the needs of your employees? Are there gaps or underperforming funds? We can take a look at each fund within your plan and help you do your due diligence.

● Fiduciary Responsibility: We work in the best interest of our clients – always. You do the same as the plan sponsor or trustee. We can help you make sure your 401(k) offering fulfills your fiduciary responsibility.

Set a consultation today if you’re interested in exploring cost savings options, examining plan liability and compliance, or getting a third-party review of your plan and the funds within it.

Fill out the form and we’ll be in touch as soon as possible.[/vc_column_text][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1573147232559{padding-left: 25px !important;}”]

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    Upload your fee disclosure form (called the 408b2) in order for us to uncover your fees. If you need help finding it, please contact our office at (888) 321-0808.
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