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What does a 401k plan advisor do?

A well-managed 401(k) plan will make all the difference for you and your employees. Having a dedicated 401(k) plan advisor helps create that difference.

Here's a glimpse of what we do to elevate your 401(k) experience:

  • Expert Plan Design: Tailoring your 401(k) plan to meet the unique needs of your workforce.
  • Regulatory Navigation: Guiding you through the complex regulatory landscape, ensuring compliance and peace of mind.
  • Optimizing Investment Choices*: Offering insights to help you make informed decisions, ensuring your plan's investment options are top-notch.
  • Enhancing Employee Engagement: Developing educational materials and conducting workshops to empower your employees in their financial journey.
  • Transparent Fee Analysis: Ensuring your plan's fee structures are clear, reasonable, and deliver maximum value.
  • Proactive Monitoring and Adjustments: Constantly keeping an eye on market conditions and performance to make timely adjustments for optimal results.
  • Fiduciary Support: Providing support to fulfill fiduciary responsibilities, protecting your interests and mitigating potential liabilities.

Ready to take the next step? Click below to schedule a quick 15 minute introductory call to learn more!  

*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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401K Plan Management & advisory Support Services

Fiduciary Support

Helping clients maintain the fiduciary standard of care through consulting and plan management support services

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Investment Management

Fiduciary Investment support services to help maintain a prudent investment management process 

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Participant Education

Participant focused financial wellness programs and tools to create retirement readiness and better participant outcomes

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Michael Neeley, CPFA<sup>&#174;</sup>, AIF<sup>&#174;</sup>

Michael Neeley, CPFA®, AIF®

Michael Neeley is a Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®Investment Consultant, and Owner of Equity 401k Consultants. He brings a high level of expertise to 401k plan and pension management.

Whether you are looking for investment support or total plan management, Michael is your advocate in all things retirement benefits!

Click below to learn more about Michael's background and Equity 401k Consultants.

Proudly Serving Southern California

Proudly Serving Southern California

Located in Glendora, California, Equity 401k Consultants is your dedicated partner in 401k plan consulting and management, proudly serving the dynamic regions of Los Angeles County, Orange County, and the Inland Empire.

Let's take your plan to the next level!

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