401(k) Tune-Up Kit

401(k) Rollovers

Whether you just recently lost your current job, changing jobs, or maybe you have an old 401(k) still with an old employer, you have important decisions to make that may have a long-term impact on your investment plan.  A rollover IRA  gives you far more control of your investments and stays with you through any other possible job changes. We can help walk you through the 401(k) or other retirement plan rollover process so you can avoid being hit with taxes and penalties.


401(k) Investment Selection

Many people get very little or no guidance from their employers when it comes to selecting investments for their 401(k) plans.  Some plans offer so many investment choices that it's difficult to make an informed decision as to which ones are best suited for you.  Let us help you decide on which investments within your 401(k) plan will be most appropriate for your retirement plans.


Business Retirement Plans

As a business owner, if you do not currently have a retirement plan in place for you and your employees, or if you have one and want to look into other options, we can help you choose and setup the right plan for your business.  We'll help you decide if a SEP, SIMPLE or 401(k) plan is right for your business.