401k 2017-12-06T21:07:54+00:00

401k Services


  • Have you recently examined retirement Plan alternatives that would be perceived as an improvement by your Employees, including lower operational and investment costs?

    • Have the Plan’s investment professionals provided the DOL required guidance and education to your Employees? Do company employees understand the investment options?

      • Is your Company and the Retirement Plan in compliance with the recent changes mandated by the Pension Protection Act (PPA) including Plan Disclosure Rules 404(a)5 and 408(b)2?

        • Does your plan have a 3(21) or 3(38) financial advisor to lessen your fiduciary burden associated with investment selection and monitoring? Does your plan have an ERISA 3(16) fiduciary to lessen your liability associated with plan administration?

          INTERVIEW with ASSET TV: 401k FEE DISCLOSURES

          Complete Advisors and its strategic partners can assume the full fiduciary and administrative duties of your Plan, acting solely in the interest of your company and its employees.  Here are some key benefits of having Complete Advisors service your 401k/403b Plan:

          • Lower fees

          • Reduced liability

          • A transparent, “open architecture” investment Platform which includes access to low cost ETFs

          • Robust online and onsite education for your participants

          • Objective investment and plan design advice

          Most employers are unaware of the true cost of their retirement plan. Also, many plans are not maximizing outcomes for its participants.

          If you would like your plan reviewed by an unbiased, fee-only fiduciary advisor
          Get Started Now
           or call 516-240-6161.

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          Complete Advisors
          181 South Franklin Ave , Suite 303

          Valley Stream, NY, 11581
          Phone: 516.240.6161
          Cell: 917.696.0674

          Fax: 516.706.5156

          Email: evan@completeadvisors.com

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          Contact Info

          Complete Advisors
          181 South Franklin Ave , Suite 303

          Valley Stream, NY, 11581
          Phone: 516.240.6161
          Cell: 917.696.0674

          Fax: 516.706.5156

          Email: evan@completeadvisors.com

          Newsletter Sign-Up

          Sign Up to Receive
          Newsletters & Financial Tips

          * indicates required

          See if we’re a Good Fit!

          All Services Start with a Free
          Consultation

          SCHEDULE YOURS

          FINANCIAL PLANNING MADE PRECISELY CLEAR

          © Copyright 2017 Complete Advisors | All Rights Reserved

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          © Copyright 2017 Complete Advisors | All Rights Reserved

          Powered by Web Precision, Inc.