Most Business Owners and HR Directors don't realize the potential risk they are taking with their personal wealth when signing form 5500 as the 401k plan fiduciary. Our goal is to help you mitigate these risks and reduce the chance of future litigation by pointing out red flags and plan vulnerabilities. Ultimately helping you realize a potential cost savings by uncovering and eliminating excessive fund fees while creating a compliant 404c diversified investment line-up. Don’t let your 401k be a rudderless ship, adrift without a captain! Our exclusive 401k Report Card® analyzes your 401k in key areas - giving you a concise, exceptionally user-friendly snapshot of your 401k fund line-up, showing you exactly which funds have earned your consideration, and which funds should likely be avoided. We strive to deliver guidance that’s clear, and very easy for you to act on, Empowering you to take control and improve your company retirement plan. Request your 401kreportcard today.
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401k Fiduciary Mistakes Can Be Costly
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“It's only when the tide goes out that you discover who's been swimming naked.”
-Warren Buffett “The Oracle of Omaha”-
“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.”
-Warren Buffett “The Oracle of Omaha”-
“Be fearful when others are greedy and be greedy only when others are fearful”
-Warren Buffett “The Oracle of Omaha”-
“I am more concerned about the return of my money than the return on my money.”
-Warren Buffett “The Oracle of Omaha”-
"The essence of investment management is the management of risk, not the management of returns."
-Benjamin Graham-
"The Dean of Wall Street"
“Be fearful when others are greedy and greedy only when others are fearful.”
-Warren Buffett “The Oracle of Omaha”-
“Loss avoidance must be the cornerstone of your investment philosophy.”
-Seth Klarman-
“The most important rule is to play great defense, not great offense. Every day I assume every position I have is wrong. I know where my stop risk points are going to be. I do that so I can define my maximum drawdown. Hopefully, I spend the rest of the day enjoying positions that are going in my direction. If they are going against me, then I have a game plan for getting out.”
- Paul Tudor Jones -
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that is likely to get you where you want to go. In the end, what matters isn’t crossing the finish line before anybody else but just making sure that you do cross it.”
― Benjamin Graham, The Intelligent Investor
“The longer the bull market lasts the more severely investors will be affected with amnesia; after five years or so, many people no longer believe that bear markets are possible.”
― Benjamin Graham, The Intelligent Investor