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401(k) Account Management Service

Get the most out of having a professionally managed 401(k)

THE ADVICE YOU WANT AND THE HELP YOU NEED.
Our 401(k) Account Management Service offers more choice, more flexibility, and most importantly, professional investment advice for you.

DID YOU KNOW... 
Nearly half of 401(k) plan participants don’t feel like they know what their best investment options are (40%), and one third feel a lot of stress about choosing their 401(k) investments (30%).Retirement savers who sought investment advice through their 401(k) plan enjoyed a median annual return almost 3% higher than those who didn’t — even after the fees they paid for that advice.2

Fewer than half of plan participants are confident in their ability to make the right 401(k) decision. But 3 in 4 would be confident with professional help (73% vs. 44%).1

THE MANAGEMENT YOU DESERVE
With our 401(k) Management Program, you have greater flexibility and access to a large number of high-quality investment options in addition a professional investment management.

ADVISORS YOU CAN TRUST
Participants have the opportunity to retain the professional services of our Registered Investment Adviser (RIA) to help govern their retirement account and create a custom portfolio that is both risk appropriate and coordinated with the other assets in your financial firm, has established a contractual relationship with several companies affiliated with your 401k provider. The contractual arrangement allows your 401k to be professionally managed for a small fee.

12015 401(k) Participant Survey conducted by Koski Research for Schwab Retirement Plan Services, Inc. Respondents participated in the study between May 26 and June 3, 2015.

2The study of 14 large retirement plans with more than 723,000 individual participants and over 55 billion in assets, by Aon Hewitt, a consulting firm, and Financial Engines, an investment advisory firm, between 2006-2012. Published May 2014.

More recent data may alter these assessments.

Investment advisory services offered through HG Tailored Financial Services, a registered
investment advisor.