Can you help me set up or improve the 401(k) plan I have for my business?
Yes! Sharkey, Howes & Javer, has dedicated professionals who work with
individuals and corporations to set up or improve existing 401(k) plans.
Scott Brookes, Director of Retirement Plan Services, will help you set up or review your 401(k) plan. Call Scott, at 303.639.5100 to discuss any retirement plan design questions you may have.
Scott can help simplify and coordinate the administration of the plan, as well as provide educational services and personal investment counseling for your employees about the plan.
In addition, Scott will design a custom investment portfolio for your plan in order to meet your company's 401(k) plan goals and objectives. He will also help you monitor your plan and trustee responsibilities on an on-going basis. If you have a retirement plan in place, Scott can help negotiate cost concessions and investment options with your current provider and third party record keeper. Scott can also improve your plan services and design – without changing investment vendors. We currently work with most every bundled provider from American Funds to Vanguard, and TPA based plans with Fidelity & Charles Schwab Trust Company. Contact
Scott Brookes, AIF
® for more information.
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