401(k) Rollovers

For many of our clients, prior to meeting us, their 401(k) plan was their only exposure to the world of investing. Because of the ERISA, investment options in 401(k) plans are generally limited to the plan sponsor's company stock, a short list of mutual funds and fixed return investments.

We have helped our clients navigate the universe of investment options so as to select the most appropriate portfolio for their individual needs.