Watching the world: How headlines impact your financial plan

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401K Advising

A seismic shift has taken place in the 401(k) competitive landscape. Gone are the days when plan sponsors were only concerned with offering brand-name funds from huge providers. The events of 2008 changed all of that.

As the governing body of law relating to retirement plans has evolved since 1974, it has become clear that Modern Portfolio Theory (MPT) is the predominant guide for the investment of retirement assets. The key to effectively implementing MPT is the use of asset-class funds that accurately track their stated asset class.

In our opinion, no funds provide better asset-class exposure than those of Dimensional Fund Advisors (DFA). Unlike the high cost and undue risk of the actively managed, retail funds that constitute most 401(k)investment line-ups, these institutional funds provide precise asset-class exposure with low expense ratios and limited transaction costs.

We take a personal approach to managing your companies Retirement Plan. This begins through plan implementation and the dedication to meet with all employee’s to determine the best investment solution that fits their needs. Along with this, we continually offer seminars for employees, assisting the plan administrator in the explanation of many topics and also topics that help participants concerning, savings and taxes. We offer the participants in our retirement plans continual services based on their need and also offer tax preparation services at reduced rates. We strive to make the Retirement Plan experience positive and successful for plan administrators as well as plan participants.




ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.