401(k) and Retirement Plan Advisory Services

WHY YOU NEED 401(k) PLAN MANAGEMENT EXPERTISE

Effective retirement plan management requires constant attention and is the most significant legal obligation to your organization. Staying on top of frequent legislative and regulatory changes is challenging for most small and medium sized businesses. Legal exposure is just one of the many reasons to partner with a trusted 3rd party advisory like OneSource. Effective 401(k) Plan managment provides opportunities too. For example, 401k plan options are a recruiting tool that can make or break that critical hire. 

Missing a 404(c) election can prove a serious risk to you as the plan’s fiduciary. Did you know that this means you could be held liable if your employees lose money on their investments during a market crash?

Are you sure your current plan advisor is disclosing all the material facts about your current retirement plan options? Make sure you know all the facts with a simple unbiased third-party plan analysis. Avoid lawsuits. Shift the burden of fiduciary liability away from the organization. OneSource’s 401(k) Plan review can give you the peace of mind you need. The R.I.G.H.T* Retirement Plan Manager for Your Business.

WHY CHOOSE ONESOURCE FOR YOUR 401(k) RETIREMENT PLANNING FOR YOUR BUSINESS?

OneSource Health & Wealth Management have supported small and medium sized businesses since 2010 with the R.I.G.H.T. strategy - Retirement Intelligence and Guidance that’s Holistic and Transformative. 

We’ll help you identify, understand, and properly correct the critical factors that drive the greatest financial losses for many plan fiduciaries. We are diligent and always go beyond what being vigilant requires. 

We are experts in asset diversification, appropriateness of investments and investment analysis. We can potentially save your employees a significant amount of money by changing to more cost-effective investment options. We help manage and control your liability as a plan officer. We’ll show you creative options for making your retirement plans more attractive to the top talent you are either recruiting or can’t afford to lose, while simultaneously reducing your legal exposure. 

We are a fee-only plan advisory who will help you mitigate any potential fiduciary liability risks inside your plan. 

THE ONESOURCE PROCESS

1. Determine your goals
2. Identify potential plan improvements and alternatives
3. Gather competitive information
4. Analyze data
5. Present findings and determine direction
6. Decide if a change of Advisory firm is needed

GET A COMPREHENSIVE 401(k) PLAN REVIEW