Call: 760-692-2222

Services for 401(k) Plans

Fletcher Financial, LLC offers comprehensive 401(k) plan solutions for small business. We have an open architecture platform that allows us to customize each plan using the most appropriate fit for the plan sponsors needs. Services we help provide:

  • Plan design
  • Enrollment meetings
  • Education on saving for retirement and investment principles
  • Selecting and monitoring the investments for the plan
  • Establishing an Investment Policy Statement
  • Benchmarking
  • One-on-one meetings for employees who would like specific advice customized to their profile
  • As a Fiduciary we help plan sponsors with compliance and provide education for participants

Click here to download Fiduciary Declaration form.

For more information please contact us at 800-591-1235

 

 

Securities offered through Interactive Brokers LLC a member of NYSE  - FINRA  - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Investment Advisory Services offered through Fletcher Financial LLC, a registered investment advisor. Not affiliated with Interactive Brokers.

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