Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on an issue that has been erroding returns throughout the industry, not just 401(k) plans. At Financial Plan we believe this is a step in the right direction to increasing awareness and transparency in retirement plans. Our unique 401(k) process is designed to help employers manage their fiduciary liabilities while focusing on the things we can control that increase participants chances for success. See the 401(k) section of our website for more information.
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
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