Request a 401(k) Review for Your Small Business

Thinking about starting a 401(k) for your business with fewer than 50 employees, or wondering whether the plan you have still fits? Tell us a little about your business, and we’ll follow up to schedule a conversation. We are an advisor with a fiduciary standard.

What we can look at together

  • Starting a plan: plan options, design choices, and startup tax credits your business may be eligible for.
  • Your current plan: plan design, the investment menu, and administration.
  • Costs: the fee disclosures from your plan providers, in plain English.
  • Your responsibilities: your fiduciary duties as a plan sponsor, and how California’s CalSavers requirement applies to you.

If you already have a plan, it helps to have your most recent fee disclosure from your provider, your plan’s investment menu, and a recent plan statement. Not sure what you have? That’s fine; we can sort it out together.

Looking for help with your own 401(k)? Use the same form and leave the company field blank, and we’ll follow up about a personal 401(k) review. Learn more on our 401(k) page.

If your company has 50 or more employees, our related firm, Retirement Partners of California, focuses on retirement plans for companies your size.

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    We’ll follow up by email to find a time to talk. Please don’t include account numbers, Social Security numbers, or other sensitive information in this form. Submitting this form does not create an advisory relationship.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.