Making Life Easier for Retirement Plan Sponsors and Their Participants
401(k) Specialists is a division of Thiesen Dueker Modern Wealth Management entirely dedicated to retirement plan expertise and service. Our clients appreciate that we offer an experienced team, sound management processes and the benefits of advanced technology. 401(k) Specialists works relentlessly to elevate the retirement plan experience for our plan sponsors and their participants. So, the only thing they really need to know about their retirement plan … is our phone number: (559) 777-2720 or toll free (844) 277-3137.
How We Do It:
- We work with all reputable record keepers and third party administrators, so our clients don’t have to change if they’re happy with the ones they have.
- We help our clients set up their plans and create plan designs that fit their businesses.
- We work with sponsors to develop, evaluate and monitor investment line-ups as simple or robust as they desire.
- We take a lot off of our clients’ plates by conducting participant enrollment and education meetings in formats and frequency that work for them.
- We handle all participant questions and requests with plan providers to save our clients’ valuable staff time.
- We perform and document fiduciary services as evidence of regulatory compliance.
Our 13-Point Service Plan
While we provide all of the following services to most of our clients, we are also able to provide only selected services with which plan sponsors need support.
Plan Set-Up & Design Services:
- New Plan Set-Up
- Existing Plan Design Consulting
Investment Advisory Services:
- Investment Policy Statement
- Ongoing Investment Recommendations
- Ongoing Investment Monitoring
- Qualified Default Investment Alternative Assistance
- Performance Reports
Consulting Services:
- Service Provider Liaison
- Education Services to Plan Committee
- Participant Enrollment & Education
- Plan Search Support/Vendor Analysis
- Benchmarking Services
- Assistance Identifying Plan Fees
*Fiduciary services provided for advisory relationships through LPL’s Retirement
Plan Consulting Program.
We manage retirement plans of all sizes and in all industries.
How can we help you with yours?
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