Don't Let Your 401(k) Be a Liability.
An underperforming or poorly managed 401(k) can mean:
❌ Wasted Money: High fees drain your returns and your employees' savings.
❌ Fiduciary Risks: Unclear responsibilities can lead to costly compliance headaches.
❌ Lost Talent: A weak benefits package makes attracting and keeping great employees hard.
❌ Employee Uncertainty: Your team deserves a clear path to a secure retirement.
Unlock the Power of a Strategic 401(k).
Imagine a 401(k) that:
✅ Saves You Money: Transparent, competitive pricing and smart investment choices.
✅ Gives You Peace of Mind: Clear guidance on your fiduciary duties, with options to reduce your burden significantly.
✅ Makes You Competitive: Attract and retain the best people with a valuable benefit.
✅ Empowers Your Team: Help your employees build a brighter financial future.
Stop Worrying About Your 401(k).
Start Growing Your Business.
I'm Chad Rixse, CRPS®, "The 401(k) Advisor," and I've witnessed firsthand how retirement plans can become a source of constant stress for small business owners like you.
Running your business demands everything you have. The last thing you need is another complex responsibility that threatens your time and exposes you to liability.
What sets us apart?
We take on the burden so you don't have to.
As dedicated fiduciaries, my team doesn't just advise—we take action. We provide complete 3(38) investment fiduciary services, assuming the legal responsibility and liability for selecting and monitoring your plan's investments.
This isn't just consultation—it's complete protection.
Our approach transforms your 401(k) from a business liability into a powerful advantage:
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You receive the highest level of fiduciary protection available
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Your valuable time returns to focusing on what you do best
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Your employees gain access to expertly managed retirement options
Dozens of small business owners have already reclaimed their time and peace of mind through our services. Isn't it time you did the same?
Let's turn your 401(k) from a burden into the benefit it was always meant to be.
Your Path to a Better 401(k) in 3 Simple Steps:
1
Blueprint Session
Schedule a straightforward conversation about your business needs, frustrations, and team goals. We'll listen carefully to understand what matters most to you.
2
Custom Strategy
We'll create a tailored blueprint that optimizes your existing plan or builds a new one aligned with your objectives. Our 3(38) fiduciary services will simplify your responsibilities while maximizing benefits.
3
Turnkey Support
We'll handle the complex setup details and provide ongoing support to ensure your plan runs smoothly, stays compliant, and serves everyone effectively for years to come.
Stop Feeling Underserved and Overcharged by Your 401(k).
Many small business owners feel stuck with generic, expensive 401(k) plans that weren't designed for their specific needs, often leaving them shouldering significant fiduciary responsibilities they aren't equipped to handle. At The 401(k) Advisor, we provide the specialized attention and expertise you deserve.
We'll help you:
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Understand and Manage Fiduciary Responsibilities: Minimize your risk with clear, expert guidance. With our 3(38) investment fiduciary services available, you can delegate the critical tasks of investment selection and monitoring to us, significantly reducing your personal liability and administrative burden.
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Optimize Plan Design & Investment Options: We select and manage low-cost, high-quality investments suitable for your employees, taking on the fiduciary responsibility for these decisions if you choose our 3(38) service.
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Boost Employee Participation & Education: Empower your team to maximize their retirement benefit.
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Ensure Ongoing Compliance: Stay up-to-date with ever-changing regulations.
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Potentially Lower Plan Costs: We'll identify areas for savings without sacrificing quality.
Imagine having a dedicated partner who not only simplifies the complexities but can also take on the investment management liability, reducing your administrative burden and turning your 401(k) into a true asset for attracting and retaining your most valuable people. That’s the peace of mind we deliver.
Ready to Build a 401(k) Plan That Truly Benefits Your Business and Your Team?
Stop letting your 401(k) be an afterthought or a source of fiduciary concern.
Let's partner to create a retirement plan that supports your business growth, cares for your employees, and gives you profound peace of mind, especially with our available 3(38) fiduciary oversight.
The initial consultation is free, and there's no obligation.