Broker Check


We assemble the nuts and bolts of retirement plan features to deliver efficient fiduciary oversight and accelerate financial wellness.

Our clients are businesses that understand the value of offering a retirement plan to their employees. However, now more than ever with the new Department of Labor regulation changes and fiduciary responsibilities being placed upon our clients, they realized, delegating those responsibilities to 401(k) Engineers has become a huge asset.

The value created by 401(k) Engineers comes in the form of: Fiduciary Investment monitoring, fee benchmarking, service provider analysis, plan design consultation, annual plan audit support, vendor management, and employee education.

Partnering with 401(k) Engineers allows our clients to focus on what they do best, operate a successful business with their industry. Together, we strive to build successful retirement plans, while reducing fiduciary liability exposure and increasing your employees’ ability to retire comfortably.