OUR APPROACH
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.
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 results to plan sponsors and participants through our documented
quarterly service processOur 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.To learn more visit:Merv Rudner's Five Star Profile
OUR SERVICES
At HomeTown 401k, we provide 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
COMMITMENT OF SERVICE
Employee Communications/ Education & Goal Setting
Compliance Filings/ Plan Admin Services
Plan Benchmarks/ Fees, Funds & Plan Design
Financial Wellness
MULTIPLE EMPLOYER PLAN
Liability Reduction
Administrative Relief
Expense Reduction
MEP Flexibility
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.
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.