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.
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