Engage

One of the most difficult business decisions you face is whether to allow outside consultants into your company. And, which ones you engage can make all the difference.

First, the decision to share your fiduciary responsibility should already be made. There is much to gain, and more to lose. Second, before you decide to engage 401(k) Advisors - AZ, let us assure you of these truths:

1. Our compensation can be made through plan assets (an approved ERISA
    expense) or by the plan sponsor directly. How does this benefit our clients?
    We have no basis to manipulate share classes or mutual funds;

2. If paid through plan assets, any revenue received in excess of fee is rebated back
    to the plan;

3. A straightforward fee-for-service is negotiated up front;

4. All fees are transparent, all revenue fully disclosed.

Above all, when you engage us, you can be 100 percent assured that we know which vendors provide proven, cost-effective products and solutions, and which do not. We know which vendors deliver superior sponsor and participant-related support services, and which do not.

Finally, you have our word and reputation that we will execute on our mission with every interaction; that is, to educate, guide and serve you.