Plan Sponsors

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What Is Your Fiduciary 401(k) Score?

You may be in business, but you’re not in the 401(k) business. And that’s completely understandable! 

When you offer retirement and healthcare plans to your employees, you’re giving them much more than just a supplement to their paycheck. You’re helping them pursue foundational security to protect themselves and their families.

Greg Farrall is a Professional Plan Consultant® (PPC®) and Certified Plan Fiduciary Advisor (CPFA®) professionals that can help you review your existing plan, find its weaknesses, and develop a course of action toward improving it for you and your employees.

We provide a “financial fitness test” to evaluate your current plan, provide a personalized action plan, and answer any questions you have.