Gary LoDuca, founder and owner of Thoughtful Advisors realizes that business owners and their employees don’t always receive specific, actionable advice on their retirement plans. With 25+ years of experience, Gary’s mission is to provide guidance and value, bringing them the best plans possible. Recently, at the Elevate, Inc. Advisory Board Meeting, Gary shared what businesses should look for in a retirement plan provider, and what they should expect them to provide.
Oftentimes, when working with benefits providers, sponsors get expensive investments with poor oversight, boring cookie cutter education, participant onboarding by an HR team and no benchmarking. What plan sponsors should receive, are investment selection and monitoring, seamless participant enrollment and engaging ongoing education, expense analysis and plan benchmarking as well as complete fiduciary support. Thoughtful 401(k) plans provide full 3(38) investment fiduciary support, full 3(16) plan administration fiduciary support as well as valuable education from an experienced fiduciary advisor. This ensures that clients are getting the most value for their money.
“Thoughtful Advisors works closely with smart integration partners to provide high quality, low cost and hassle-free 401(k) plans for 25% – 30% less than traditional plans.”
Thoughtful Advisors creates value for their clients through thoughtful collaboration in investments and tax related financial services. For more information on how they can help you, visit their website here.
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This post was written by Elevate, Inc.