401k Focus

Glen Eagle Advisors specializes in helping business owners and their employees reach their retirement objectives.  We help business owners select and keep compliant the Retirement Plan that best meets their retirement planning needs. In addition, we provide education and investment advice to the participant of each plan.  401k Plans are one of the most popular retirement plans used by both small and larger businesses.  Structured correctly, a 401k Plan can help the company owner reach his or her personal retirement goals while retaining employees and helping them reach their retirement goals.  As a business owner you need a partner that helps you manage your fiduciary obligation to the participants of your firm’s 401k plan.  As a fiduciary you are required to act prudently and solely in the interest of the plan’s participants and beneficiaries.  As your partner, Glen Eagle Advisors:

  • Advises you on plan design
  • Helps select and benchmark investment choices
  • Provides investment due diligence
  • Delivers employee education
  • Provides robust and accurate documentation to help demonstrate plan compliance and that you are meeting your fiduciary obligation.

As a Registered Investment Advisor we are an independent fiduciary consultant.  This means we act in the best interest of you and the plan participants.  We work with you to meet your individual goals, such as:

  • Increase plan participation
  • Reduced plan costs
  • Eliminate fees related to activities that are not adding value, simplified enrollment process, easier online access

Most importantly, as your investment advisor we stand beside you by accepting some of the fiduciary liability associated with your retirement plan investment selection.

Learn more about how Glen Eagle Advisors partners with business owners to structure and manage their retirement plans to meet their individual objectives.

Click here or Call 609-631-8231

Glen Eagle Wealth, LLC is a member of MSRB, FINRA, and SIPC

Glen Eagle Advisors, LLC is a SEC Registered Investment Advisor 

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