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You’re in charge of your organization’s retirement plan and have a lot on your plate. You’re hands are full with managing employees, making payroll, servicing clients, and growing revenue.  I get it, if the 401(k)/403(b) plan isn’t broken, why fix it?

If this sounds familiar, I wrote this book for you.  In my 20+ year career I’ve seen great companies not know they are underserviced by their advisor. These companies often miss out on the benefits of a well run, strategic retirement plan that can reduce turnover, improve culture, increase productivity and drive profitability. If you can relate to any of the 8 signs in the book, let me show you opportunities to reduce costs and GET MORE by working with an experienced specialists.

I’m here to help!

Get a sneak peak at

Sign #1

My WHY for writing 8 Signs Your 401(k) Plan Is Underserviced By Your Advisor and how you can EXPECT MORE!

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

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Plan Sponsor Checklist

Complete our checklist:  10 Basic Services Provided by a Retirement Plan Advisor to see if you're getting the basic services you should expect from any advisor.

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Ready to dig a little deeper? Take our EXPECT MORE quiz and add up the points for each category to discover if your advisor is a Rockstar (25+), Just par (9-24), or below the bar (8 or less).

My hope is this book inspires you to look at your organization's 401(k) or 403(b) plan, for which you help make decisions, and know it is okay to EXPECT MORE from your plan advisor.

Get the Book

In my book, I give you eight signs that will indicate if you are being underserviced from your advisor. To receive the book and get a sneak peak at two of the eight signs, click below.

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