Essentials for the life of your company

401K and Retirement Planning for Companies and Employees
Achieve all of your retirement plan goals with 401Connect

Our expertise in retirement products and services for companies and employees inspired a fresh vision. Our approach uniquely addresses your needs and produces greater results.

For Companies
As a retirement plan sponsor, your company has the responsibility to act prudently as the fiduciary. You need unfailing security and confidence under ERISA regulations as you design the plan, and select and monitor plan investments.

Furthermore, you look to choose a plan that meets your needs and provides value, while your employees desire a competitive plan and seek to leverage as much value as possible for their own security.

As an independent firm, with plan and brokerage expertise, we take the time to understand your specific needs and objectives, then identify the right solutions for you.

For Employees, Plan Participants
You have a lot to gain from making sure that your retirement account is on the right track. It needs to be carefully reviewed for optimized gain, yet keep you protected from investment risks. We make it easy with 1-2-3 Smart. It’s a service that can have a significant impact on your retirement account, yet it won’t cost you a thing.

• Consultations to evaluate your retirement goals
• Investment reviews
• Learn the right options for your specific needs
• Asset allocation advice
• 401(k) rollover services
• Administration of most of the details and paperwork

We’re here to answer your questions, and we’ll provide you with valuable guidance. Call 781-722-0005 to schedule a consultation.

“401Connect” unites and fulfills these goals.
Our independence and expertise gives us a unique advantage to objectively understand your specific needs and objectives, and then identify the right solutions for you. Our “on the ground” team-focused approach to 401(k) management provides you with service that’s hard to find.

Not only do we focus on the job of managing your 401(k) plan (so your staff can focus on your business), we show your employees how to realize the full potential of their retirement account.

Strategies for confidence and value
We use our Acu-Plan and Cost-Track programs to evaluate your current program. They serve as tools in the ongoing management and review of a plan, as well. The processes are designed to give us a thorough understanding of the client’s needs and objectives.

We then take a consultative approach to our design work. This means that you the client will get a program that meets your needs specifically, not an “off the shelf” solution. The execution and documentation of the processes alone will go a long way to help a fiduciary limit their liability.

Designing options; leveraging our independence
The vendors work for us. We work for you. And this autonomy gives us the opportunity to be your advocate for value as we customize the plan the best meets your needs.

We also design the optimal way to package and deliver your retirement plan messages to the organization. We have seen time again how this is an important key to a healthy, successful retirement program.

Implementing the plan with P.R.O.P
Through our Proactive Reach-Out Program (P.R.O.P.) we provide employees at all levels with a thorough understanding of their 401(k) retirement savings plan. We offer one-on-one assistance. Participants get individual meetings to address the allocation of their funds and other financial planning issues.

You and your staff get to enjoy the benefits of overseeing how we act as stewards of all that the plan does for the “life” of the company.

Also, we assess your vendor(s) against the competition every year, which provides real dividends to the plan.

We know you’ll find 401Connect an essential part of your overall benefits package.

Contact us today for more information. Call 781-722-0005, or send an e-mail from our Contact Us page.