Brokers, bankers and agents represent the “home team”, or their company’s proprietary product. In some cases recently, brokers have been allowed to sell a limited number of outside, non-proprietary providers. Even so, brokers don’t get paid to analyze the benefits of one provider over another, let alone physically visit the providers.

At The 401k Advisory Group, Inc., we visit the providers, know their true strengths (and weaknesses), and can expertly match the best provider to meet your unique needs. This also increases employee satisfaction with the plan, increases enrollments and contributions and reduces the need for provider changes.

We have the ability to work with virtually ANY service provider. In addition, we have researched and screened the following Defined Contribution Service Providers: