Do you know how your 401K plan stacks up against the industry standard?
At TF Wealth Management we have the ability to actually compare your plan and give it a score to rank it vs the industry average. We compare Admin Fee Percentages, Performance, Avg. Participant Contribution, and Avg. Employer Contributions/ participant. From all of these factors we are able to generate you a score and show you where your plan may be lacking.
Once you know how your 401k plan score stacks up against the competition we will review the compliance of your current plan. We will point out whether or not your current plan follows the guidelines set out, and what risks your plan is susceptible to.
We specialize in reviewing your plan history and dissecting your plans current holdings to find you a plan
with better performing assets that charge less fees.