401(k) & 403(b) Fiduciary Advisors, Inc.

CONNECT

Address:

10 Scenic Way, Suite 108
San Mateo, CA 94403

Phone:

(650) 931-2650

Fax/Other:

(650) 931-2651

Process

Our retirement plan advisors will take you through a six step process that focuses on your company or non-profit's needs, objectives and goals:

1.  Analyze Your Current Position – Perform a thorough review of your company or non-profit's needs, objectives and goals, then evaluate the suitability of your current plan recordkeeper and administrator in light of those parameters.

2.  Plan Design – Create a well-diversified portfolio of assets to match your risk/return parameters and formalize your specific investment objectives with a customized written Investment Policy Statement (IPS).

3.  Recordkeeper and Administrator Benchmarking – Complete a multi-step screening process using a combination of qualitative and quantitative measures.

4.  Implement Recommendations – Identify and select an appropriate new plan recordkeeper and administrator, if necessary, and supervise the conversion and implementation.

5.  Employee Communications – Conduct enrollment meetings and ongoing employee education.

6.  Ongoing Advice and Monitoring – Monitor investment portfolio performance and ERISA compliance to make sure everything is in line with your expectations, objectives and goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck