As a business leader overseeing your company's 401(k) plan and understanding the investment menu's intricacies can play a significant role in shaping your employees' retirement outcomes.
In our comprehensive guide, we explore different ways to evaluate and improve your current offerings. We discuss innovative ideas for assessing your plan’s asset allocation strategies and provide recommendations for creating an effective investment line-up.
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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