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634 N. Santa Cruz Avenue, Suite 209 | Los Gatos CA 95030 | 408.395.7970

 

Fiduciarize Your 401(k)

FIDUCIARIZE YOUR 401(K) = BEST PRACTICES = PLAN OPTIMIZATION

401K made 
simple


It is our goal to optimize your 401(k) retirement plan performance, with respect to value of plan assets, proper asset allocation, high participation and deferral rates. We can help optimize the plan by working with you to implement plan design strategies, innovative employee education and sound fiduciary monitoring processes.  

We offer various types of worksite financial solutions and participant education to help ensure your employees are both participating in the plan and taking advantage of everything it has to offer. It’s important to us that you have confidence in knowing your employees are preparing for retirement. Following sound fiduciary practices and innovative “layered-on” education programs can help position your plan to maximize participant outcomes and employee retirement readiness. 

We provide independent and reliable 401(k) retirement plan consulting services in areas such as: 

  • Independent 401(k) Investment Consulting
  • Review and Help Establish Fiduciary Processes and Best Practices 
  • Innovative Employee Education and Retirement Readiness
  • Plan Optimization Strategies
  • Financial Wellness
  • Investment Selection Assistance and Monitoring 
  • Benchmarking 
  • Fee Analysis 
  • Investment Policy Statement Support
  • And MORE ...

Christopher J. Clark, 401(k) Investment Consultant of Clark 401k Consulting, LLC, is an experienced Accredited Investment Fiduciary® (AIF®) and 401(k) Investment Consultant who holds a Series 7 General Securities Registration and Series 66 Investment Advisor Representative registration through LPL Financial. Mr. Clark is also a member of LPL Financial’s Retirement Plan Consulting Program (RPCP).

Our team would love the opportunity to provide some insights on your companies’ 401(k) retirement plan. Whether you want to implement a new plan or enhance participant retirement readiness or review your fiduciary processes including the current plans’ investments, we’re here to help.

Give us a SHOUT!