401(k) Plan Fiduciaries
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401(k) Medics - Fiduciary Standards for 401(k) Plans www.401kmedics.com
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The presence of this website on the Internet shall in no direct or indirect way raise an implication that Portfolio Medics is offering to sell or soliciting to sell advisory services to residents of any state in which the firm is not registered as an investment adviser. 401(k) Medics is a DBA of Portfolio Medics, LLC.

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What should I expect from a 401(k) checkup?

The 401(k) Medics 401(k) Checkup can help you meet your required fiduciary responsibilities as an employer.

The 401(k) Medics 401(k) Checkup can reveal ways to improve your retirement plan and help you meet your obligations as a retirement plan fiduciary as required by the Department of Labor.

The 401(k) Medics 401(k) Checkup will include:

  • Review of all Department of Labor compliance requirements
  • Review of all current plan documentation
  • Fiduciary review of all investments within the plan
  • Review of all internal and external plan costs, including hidden fees
  • Recommendations to improve your plan for the sponsor and participant alike

Click the "Contact Us" link above to receive a 401(k) Checkup.