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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. 

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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

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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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