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401k Retirement Partners, LLC

401k and Retirement Experts

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Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

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401k Plan Sponsors

401k Plan Sponsors

Review your plan to determine that plan costs are competitive.

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Individual Services

Individual Services

We create strategies that are tailored to your needs and goals.

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Your Financial Future

The team at 401K Retirement Partners, LLC are 401K and retirement plan experts dedicated to helping companies in the tri-state area provide improved group retirement plans. 

This is accomplished using a collaborative and consultative approach. Through analysis of legacy plans they help plan fiduciaries understand what are often simple methods to considerably improving retirement plan benefits. The goal is to accomplish this at a lower “all-in” expense, providing enhanced fiduciary protection; highly rated investments line-ups - covering a more diverse array of asset classes - and timely, more responsive communications and services. 

As the team is not beholden to any one 401K platform or mutual fund provider, they “shop the market” presenting several options to plan sponsor fiduciaries. Solutions normally offer grades of “open architecture” investment options; highly-rated mutual and index funds (vetted by third parties such as Morningstar, Wilshire and Ibbotson). Procedures are established to remove and replace underperforming investments, ensuring investment line-ups start out good, and stay good over time. 

Your Financial Future

In addition to their 401K expertise, the company’s executives are independent registered investment and financial advisors and act in a capacity as non-named fiduciaries to plans. As such they provide comprehensive financial, investment and retirement planning advice to plan sponsor employees without consideration of employee position, salary or net worth..

The executives of 401K Retirement Partners, LLC bring over 90 years of combined experience to plan sponsors and plan participants. They are experts in retirement plans, financial planning (1) and have a strong dedication to personal services for all parties including: plan trustees, plan administrators and plan sponsor employees.

The above companies represent a sample of available providers.


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