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YOUR SPECIALIZED
401K ADVISORS

401k Extra Retirement Plan Services

We go the extra mile to ensure that you get personalized financial services and solutions tailored to your specific needs. We take the time to get to know you and your organization, understand your objectives, and develop a plan that is right for you.

Retirement Plans

Your 401k plan is a powerful tool, but it can seem daunting without proper support. As 401k plan specialists, we can take much of the work off your plate.

401k Services

Employee
Education

When your employees thrive, so can your business. We provide financial education to help your employees feel confident and less stressed.

Engage Employees

Fiduciary Support

By putting your best interest first, we are committed to helping you reach your goals with an emphasis on trust, accountability, and transparency.

Services & Training

HOW WE HELP

Managing a retirement plan doesn’t need to be complex.

Explore 401k Services

As specialized 401k advisors, we can help reduce the stress that might come with managing your plan and turn it into a valued benefit that attracts and retains employees. 401k Extra is dedicated to providing a comprehensive range of 401k services to help maximize the potential of your retirement plan.

Fiduciary Services & Training
Employee Education
Plan Design Consulting
Investment Strategy
Plan & Vendor Benchmarking

WHAT DRIVES US

We are passionate about helping people retire.

401k Extra is a family-owned, Colorado-based company committed to helping people retire their way.

Meet the Team

Measuring 401k Plan Success

What if there was a simple number that could help you understand the health of your 401k plan and measure success?

With a Plan Quality & Compliance Score, we assess your 401k plan in three critical dimensions: plan administration, investment process, and participant outcomes.