Getting Started

Our process involves many hands working together to improve current 401k plans to be the best possible. 

It is important, though, for plan sponsors to know what happens when Advantage 401ks becomes the advisor for their company retirement plan:

The short answer is "nothing", at least not right away; the current investment provider can remain the same, because we have working relationships with more than fifty nationally-known record-keepers and investment providers. Therefore, the investments in the plan would not need to change.

Changes to your current plan are suggested only after thorough conversations with you, the plan sponsor, and consultations with Retirement Plan Advisory Group, and with Ladenberg Thalman. These suggestions might also include document reviews, plan design, and employee financial education.