How do I protect against fiduciary risk while providing the greatest amount of benefit to my employees?

We provide comprehensive services designed to support employers in the execution of a successful retirement program.

Retirement plan services:

One-on-one Employee Meetings
Fiduciary Training and Support
Plan Vendor Search
Investment Policy Statement Development
Fund Menu Design
Investment Monitoring
Fee Benchmarking

Meet the 401(k) Team

Please contact a member of our 401(k) Team for more information or for answers to your specific questions:

Michael Goodrich
Senior Investment Advisor, Corporate Officer

Stacy Noll
Senior Investment Advisor, Employee Engagement Specialist

Steve Thomas
Senior Investment Advisor, Employee Engagement Specialist

Brokerage services provided by Phillips & Company Securities, Inc.
Advisory services provided by Phillips and Company Advisors, LLC

Check the background of this firm on FINRA's BrokerCheck.
Check the backgrounds of our investment professionals on FINRA's BrokerCheck.

Phillips and Company is registered with the Securities Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (”FINRA”) and Municipal Securities Rulemaking Board (“MSRB”). Additional information about Phillips and Company is also available on the SEC’s website at www.adviserinfo.sec.gov. Such registration does not imply a certain level of skill or training and no inference to the contrary should be made.