Get More Value from Your Existing Retirement Plan
If your business offers a 401(k) plan with more than $250,000 in assets, it may be time to assess whether it’s still cost-effective, competitive, and compliant. At Allied Wealth Planners, we help business owners uncover hidden fees, improve investment lineups, and enhance employee outcomes so your plan continues to deliver value for everyone it’s meant to serve.
Why Work With AWP?
Your 401(k) should be a strategic asset—not a set-it-and-forget-it expense. At AWP, we provide objective benchmarking and advisory services to help business owners evaluate, improve, and manage their retirement plans with clarity and control. Here’s how we support you:
Uncover Hidden Fees
- We analyze your plan costs and identify investment fees, recordkeeping charges, and administrative expenses that may be affecting performance.
Improve Investment Options
- We review your current fund lineup and recommend lower-cost, better-performing alternatives when available.
Fiduciary Oversight
- We help ensure your plan aligns with ERISA standards through education, documentation, and support that reduces liability.
Boost Employee Engagement
- We provide employees with investment education, enrollment assistance, and one-on-one guidance from a dedicated advisor.
Seamless Transitions
- If you decide to change advisors or vendors, we manage the process to keep things smooth and compliant with no disruption to your participants.
Who This Plan Is For
Businesses with an existing 401(k) plan and $250,000 or more in plan assets.
Companies that haven’t reviewed their plan in the past 2 to 3 years.
Business owners concerned about fees, fiduciary exposure, or plan performance.
Family-run businesses or teams with 5 to 100 employees.
Detailed Benchmarking Reports
Clear insights on fees, fund lineups, and plan performance.
Vendor and Provider Comparisons
Evaluate recordkeepers, custodians, and investment options.
Employee Support Tools
Includes investment education, enrollment help, and personalized one-on-one guidance.
Quarterly Strategic Reviews
Track improvements and ensure alignment with your business goals.
Not sure how your plan stacks up?
Let’s take a closer look. Contact AWP to benchmark your current plan and explore smarter, more strategic options.
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Start-Up 401(k) for Small Businesses
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Let’s Get to Work
No matter where you are in your financial journey, we’re here to help you move forward with confidence. Start the conversation today!