Complimentary 401k Fee Review

Is Your 401(k) Quietly Charging You More?

Do you know how ‘pro rata’ fees can consume your retirement plans savings?

Long-time employees with large 401(k) balances often pay more than their fair share - without knowing it.

Prorata billing means plan fees increase as your balance grows, even when services don’t. It’s common. It’s legal. And it’s rarely explained.

Before another year passes, it may be worth understanding how your plan allocates costs—and learning what alternatives exist to help you maximize savings, improve investments, and protect your retirement.

Start with a 20-minute consultation with us to understand your situation and your options!