Is Your 401(k) Advisor Earning Their Keep?

Employers, like you, are using advisors in greater numbers to ensure their company’s retirement plans are being run efficiently and effectively. But is your advisor a generalist or a 401(k) specialist? Is your advisor earning their keep? If you don’t feel that your advisor is helping you with your plan design, it’s time to consider a change.

Find out if your 401(k) advisor is earning their keep.

Click the image below to view our Whitepaper and then Contact Us to find out how we can help you determine if your advisor is helping to optimize your plan, reduce your fees. and retain your employees with a great retirement plan.

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.