Company Performance Metrics
My (k) Advisor was created with the intention of correcting a major financial epidemic that is facing many individuals and companies in America: high cost and low value services for retirement plans.
The 401(k) and retirement plan industry has truly failed business owners and employees alike. So called "advisors" leave employers
holding the bag when it comes to liability and plan reviews. They have failed the employees by not providing sound, fiduciary advice.
Enter My (k) Advisor. We provide two core services. The first is for the business that sponsors the retirement plan. Instead of simply selling you a packaged product plan and leaving you to your own devices, we work FOR you on an ongoing basis. We help to manage your fiduciary risks and make the best possible plan available to your employees.
Secondly we offer a high quality, web based retirement plan advisory service. How many questions does your HR department get about your 401(k)? Our guess is too many. Instead of asking your HR department, they ask us.
While "participant advisory services" are made available to all of our corporate clients, we also make these available to the general public. Our proprietary algorithms gauge your level of risk tolerance, goals, and expected risk/return. Then they construct the most effective portfolio for you based upon the funds available within your plan.
But it doesn't stop there. We become your accountability partner. By monitoring your portfolio on a daily basis, we will notify you when we feel any changes should be made.
My (k) Advisor was created to provide you with high quality, fee-only, investment services that have normally been reserved for those with hundreds of millions of dollars. We work for you!
