401(k) Plan Consulting Services
Helping business owners establish, maintain, and meet their ongoing retirement plan needs…
BUSINESS RETIREMENT PLAN CONSULTING SERVICES
As business owners, we understand the need to deliver high quality benefits to our employees. We have comprehensive solutions to serve the needs of business owners who provide retirement plans for their employees.
As a 3(21) Co-Fiduciary Advisor, we can provide guidance, service and support in the following areas:
Plan Review with Cost Benchmarking
Customized Plan Design
Trustee Fiduciary Obligations
Investment Committee Process
Participant Enrollment
Ongoing Participant Education
We take pride in only working with plans that are seeking personalized services for their trustees and participants. We enjoy being on-site, hosting general education group meetings AND one-on-one participant opportunities.
Expanded availability including:
Video conferencing options for plan trustees and participants
On demand advisor access
Dedicated email and phone number for participant support
We have the experience, capabilities and flexibility to meet the needs of today’s participants.
Not satisfied with the level of service either you or your participants are getting?
Let’s have a conversation!
Business Retirement Plan Consulting Services are offered through Brickwork Financial Planning, Ltd. Investment Advisory Services and 3(38) Fiduciary Services are offered through 4Wealth® Advisors, Inc. 745 McClintock Drive, Ste 150, Burr Ridge, IL 60527. Brickwork Financial Planning, Ltd. is independently owned/operated and is not affiliated with 4Wealth® Advisors, Inc.