About The 401k Expert

For more than 30 years, our firm has enabled dozens of conscientious companies to effectively scrutinize and benchmark their 401(k) plans with the goal to save money, improve benefits and streamline administration and, importantly, ensure compliance amid the confusion of changing legislation and regulation.

Incisive. Independent.
401(k) Advisors - Arizona is a team of incisive and independent professionals supported by a top-tier consulting platform completely independent of the plan provider. Powered by phenomenal, proprietary technology, in-depth research, ERISA, actuarial and accounting experts and broad administrative resources, we with a multitude of customized solutions from one point of service.

Above all, we are sponsor advocates under the direction of John L. Scott.

John L. Scott

John L. Scott is a well-known expert in the field of retirement planning. He is a 16-year resident of Arizona, and has distinguished himself as an Accredited Investment Fiduciary™ through the Center for Fiduciary Studies; a PlanSponsor Retirement Professional^sm, through the PlanSponsor Institute^sm; and, he is a Registered Investment Advisor with numerous certifications and licenses.

To better serve his growing client family, John L. Scott joined the market leader in the 401(k) plan business, 401(k) Advisors, as the Managing Director for Arizona. 401(k) Advisors through its combined Producer Services unit, has $60+ billion under advisement, and provides clients with a remarkable array of powerful plan-enhancing tools.

Long-time resident of Arizona, John Scott is also a devoted husband, father and grandfather, who actually carves out time to think critically about what's important in life.

Eric Sholberg

Eric Sholberg has built an enviable reputation for results in the financial services industry. Notably he holds a Certified Public Accounting license, has an Accredited Investment Fiduciary (AIF) designation, and was a manager with Deloitte & Touche. In that position, he served as a consultant to The Boeing Company within the Assurance and Advisory Services Division of Deloitte Touche.

In the specialty business of 401(k) plans, Eric Sholberg performed a wide range of corporate auditing work, and investment consulting for Boeing's company pension and 401(k) plans.

Further, he has consulted with a multitude of smaller client companies to audit and enhance benefit plans.

After his departure from Deloitte, Eric Sholberg launched, and later sold, a successful retirement plan consulting business which leveraged his knowledge in structure and administration of retirement plans. Following the principles of Modern Portfolio Theory, Eric Sholberg developed broad expertise in investments, wealth creation accumulation and preservation.

His investment philosophy begins with a clear understanding of individual client goals and life objectives with a risk-managed approach to positive retirement outcomes.

Most recently, Eric Sholberg was the portfolio manager for the Investment Management Division of Key Private Bank in Boise, Idaho.