Plan Review Services

We provide Independent 401(k) Retirement Plan Consulting Services:

Fiduciary Responsibilities and Management
Fund Selection Assistance
Fund Monitoring
Investment Policy Statement Support
Vendor Analysis
Fee Analysis
Employee Education
Conducting Employee Meetings

We follow the Principles of Accredited Investment Fiduciary Practices:

Organize
Formalize
Implement
Monitor

Christopher J. Clark is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Mr. Clark is an Accredited Investment Fiduciary (AIF).

Corporate Retirement Plans
   401(k) Plans
   Accredited Investment
   Fiduciary Practices
   Plan Reviews &
   Monitoring
   Rollover IRA's

Executive Benefits
   Deferred Compensation