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How to Fix Your Company's 401(k) plan

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1.

Fix Your Company's 401k Plan

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2.

Problem Areas

  • Complicated Administration
  • Poor Investment Lineup
  • Conflicts of Interest
  • No Fiduciary Help
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3.

Administrative Headaches

  • Customize Your Record Keeping Reports
  • Identify Source of Hidden Charges
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4.

Investment Optimization

  • Demand Top-Performing Funds
  • Reduce Expense Ratios & 12b-1s
  • Add Index Funds
  • Advisor Should Meet with Participants
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5.

Seek Transparency

  • Read the 408(b) Disclosure
  • Provide Simple Disclosure to Participants
  • Demand Clarity from TPA
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6.

Fiduciary Help

  • Don't Go It Alone
  • Eliminate Conflicts of Interest
  • Replace Broker with Independent Advisor
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7.

Fix Your Plan!
Dillon Capital Management
email: info @ dillonone.com
phone: (215) 277-1015

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