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248-620-8100
 
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Request 401(k) Review

WHY NOW?

Completing the 401(k) Review meets a plan's fiduciary's need to monitor the processes employed by each provider servicing the 401(k) plan.  It is intended to ensure service providers are delivering the services they are required to meet in order to provide a successful retirement plan to their employees.

 

The final deliverable is a document that will benefit both plan fiduciaries and participants whether or not changes to the current plan are deemed prudent.  If acted upon, the recommendations provided within the 401(k) Review will improve your company's retirement plan.

 

 

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111