401k Plan Professionals
Financial-Services
Website
Company Tagline
A women-owned retirement plan advisory firm serving participants & sponsors with custom education & fiduciary services
Industry Category
Business Keywords
Company Description
401k Plan Professionals is a leading financial services firm dedicated to corporate and non-profit retirement plans. With a strong commitment to empowerment through education, 401k Plan Professionals works collaboratively and ethically, always prioritizing a service-first approach. As a neutral third party, 401k Plan Professionals offers flexibility to meet diverse organizational needs and provides comprehensive industry advice.
Located at 7400 Metro Blvd, Suite 213, Edina, MN 55439, US, 401k Plan Professionals specializes in delivering custom education and fiduciary services to both participants and sponsors. The firm's personable and proactive team focuses entirely on retirement plans, ensuring that clients receive the highest level of expertise and support. Since its establishment in 2007, 401k Plan Professionals has stood for trustworthiness and innovation in the financial services sector.
401k Plan Professionals is committed to staying at the forefront of the financial services industry, continually enhancing its services to meet the evolving needs of its clients. The firm’s dedication to providing comprehensive industry advice and its service-first approach make it a trusted partner for organizations seeking to optimize their retirement plans. To the manager of 401k Plan Professionals, we invite you to create a customized and exclusive company showcase and product listing on our platform.
401k Plan Professionals est une entreprise de services financiers de premier plan dédiée aux plans de retraite d'entreprises et d'organisations à but non lucratif. Avec un engagement fort envers l'autonomisation par l'éducation, 401k Plan Professionals travaille en collaboration et de manière éthique, en accordant toujours la priorité à une approche axée sur le service. En tant que tiers neutre, 401k Plan Professionals offre une flexibilité pour répondre aux divers besoins organisationnels et fournit des conseils complets sur le secteur.
Situé au 7400 Metro Blvd, Suite 213, Edina, MN 55439, États-Unis, 401k Plan Professionals se spécialise dans la fourniture de services d'éducation et fiduciaires sur mesure aux participants et aux sponsors. L'équipe sympathique et proactive de l'entreprise se concentre entièrement sur les plans de retraite, garantissant que les clients reçoivent le plus haut niveau d'expertise et de soutien. Depuis sa création en 2007, 401k Plan Professionals est synonyme de fiabilité et d'innovation dans le secteur des services financiers.
401k Plan Professionals s'engage à rester à l'avant-garde du secteur des services financiers, en améliorant continuellement ses services pour répondre aux besoins évolutifs de ses clients. Le dévouement de l'entreprise à fournir des conseils complets sur le secteur et son approche axée sur le service en font un partenaire de confiance pour les organisations cherchant à optimiser leurs plans de retraite. Au responsable de 401k Plan Professionals, nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
Compare Companies Side by Side
Compare 401k Plan Professionals with 3 companies in Financial-Services
| Comparison Field |
401k Plan ProfessionalsMain Company |
LeverageView Profile |
BCM Wealth Managemen...View Profile |
Austin First Financi...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2013 | 1996 | 1997 |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Edina, MN | Seattle, Washington | Wilmington, Delaware | Austin, Texas |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
retirement plans
financial services
401k plans
fiduciary services
retirement planning
investment advice
employee benefits
401k
403b
participant education
fiduciary
investment committee education
|
17 Total
1 Common
16 Unique
Match
8%
Common Skills:
employee benefits
Unique Skills:
benefits
Education
financial planning
health insurance
healthcare
Human Resources
+10
|
10 Total
10 Unique
Unique Skills:
Estate Counseling
Fee Benchmarking & RFP
Fee Disclosure 404(a)5 - Participant
Fee Disclosure 408(b)2 - Sponsor
Fiduciary
Financial Planning
+4
|
17 Total
17 Unique
Unique Skills:
403 b
457 plans
adult financial education
finance
financial consulting
financial planning
+11
|
4
Total Companies1996
Oldest Founded1
Countries53
Unique SkillsSimilar Companies
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Alternative Company Names
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