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  • Have you recently examined retirement plan alternatives, including lower operational and investment costs, that would be perceived as improvements by your employees?

  • Have the plan’s investment professionals provided the Department(s) of Labor with the guidance and education required for your employees?

  • Do company employees understand their investment options?

  • Is your company and its retirement plans 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 reduce the fiduciary burden associated with investment selection and monitoring? Does your plan have an ERISA 3(16) fiduciary to reduce your liability associated with your plan’s administration?


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 your employees.

  • Some key benefits of having Complete Advisors service your 401(k)/403b plan include:

  • A transparent, “open architecture” investment platform that 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 plans, and many plans are not maximizing outcomes for their participants.

If you would like your plan reviewed by an unbiased, fee-only fiduciary advisor,

Get Started Now

or call 516-240-6161.