Employer Sponsored Retirement Plans

Guidance Wealth provides consulting, advisory, plan design, and contractual fiduciary services for public, private, and not-for-profit group retirement plans; including 401(k), 403(b), traditional defined benefit pensions, & non-qualified executive benefit plans.  
 
These services are primarily fee-based, which allows us to be objective when providing advice, investment direction, and consultation.
 
Guidance Wealth Advantages:
•     Open Architecture Design - Carefully Selected and Monitored Investments
•     Full and Transparent Disclosure of All Fees, Expenses, and Revenue Sharing
•     Guidance Wealth agrees in writing to act as an ERISA Fiduciary on the plan
•     In-Depth Investment Education & Actively Managed Portfolios are provided
•     Participants have direct access to licensed professional Investment Advisors
 
It may not be necessary to move or transition an existing plan to a new platform.  Guidance Wealth can typically provide advisory services on most existing plans.