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OUR MISSION

We show business owners how to help their employees retire on their own terms through creative and cost effective use of a retirement plan.

We accomplish by strategically implementing our proprietary service, education & financial wellness programs.

Our proven methods result in increased participation and contribution rates and having employees perceive the employer sponsored retirement plan as a valued company benefit. 

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EARN • SAVE • SPEND

Please press play for a short animated video about HomeTown 401(k)

MERV RUDNER
Founder, Principal, AIF®, RFC®, RMC

We show business owners how to help their employees retire on their own terms, with dignity,
through creative and cost effective use of a retirement plan.

  • We deliver positive results to plan sponsors and participants through our documented
    quarterly service process

  • Our enhanced technology delivers effective fiduciary oversight and management

  • We provide full fee-transparency through provider search and benchmarking tools

ATLANTA MAGAZINE  Five Star Wealth Management Award Winner

Five Star Award candidates are evaluated against 10 objective eligibility and evaluation
criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.


OUR SERVICES

At HomeTown 401k, we provide expert assistance in the following areas:

FIDUCIARY BENCHMARKING

Full Fee Analysis

Plan Design Assistance

Fund Analysis

Plan Administrative Services

Evaluate Fiduciary Responsibility & Liability

Employee Communication & Education

  

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COMMITMENT OF SERVICE

Employee Communications/ Education & Goal Setting

Compliance Filings/ Plan Admin Services

Plan Benchmarks/ Fees, Funds & Plan Design

Financial Wellness

 

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MULTIPLE EMPLOYER PLAN 

Liability Reduction

Administrative Relief

Expense Reduction

MEP Flexibility 

 

    

  

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EDUCATION

Goals

Evaluation

Commitment

 

    

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PLEASE CHECK OUT THE HOMETOWN401K YOUTUBE CHANNEL:

Click below to view three informative 90 second videos that introduces our independent retirement plan evaluation process, our client service model and our advised multiple employer plan.

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Congratulations to HomeTown 401k® client Dr. Charles Moore on being honored by Subaru for the incredible work he is doing to help those less fortunate in the Atlanta community. CEO Merv Rudner is proud to serve on Dr. Moore's Healing Community Center board.