Every Successful Company, No Matter The Size, Should Consider A Retirement Plan.
Welcome to one of the best Retirement Solutions we believe has ever been built, the Complete 401k Retirement Solution. Complete 401k is designed to help you reduce your plan responsibilities, liabilities, and administrative or HR burdens in a cost-effect manner. Complete 401k can also help improve your retirement plan’s compliance with the DOL and IRS. With Complete 401k at the helm of your retirement plan, you can stay on top of your business, knowing that the day-to-day responsibilities of your plan are being looked after.
Complete 401k brings many investment advantages as well. Some of these investment advantages include Target Date Fund’s (TDFs) that meet DOL TDF selection guidelines and tips, ultra-low-cost index investments, and high quality actively managed Collective Investment Trust (CIT) investments at reduced costs. Our institutional investment management process uses multiple levels of 3(38) fiduciaries leveraging Retirement Plan Advisory Group (RPAG) which has over $700 billion in retirement plan assets under influence (9/30/2020).
Most Employers Have Concerns About Having A 401k.
We Have Solutions.
We strive to help employers create a culture that inspires employees to be as motivated to jump out of bed on Monday as they are on Friday.
Interested? Let us tell you more. Contact us today!
None of the information provided above is an investment recommendation. Please contact a financial professional for advice. The information expressed herein does not constitute legal, tax, or investment advice.
The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. Advisory services, including Section 3(38) investment management are offered through Dynamic Wealth Advisors, an SEC registered Investment Advisor. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.
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