Fiduciary Services

From the beginning, our vision at 401k Advisors Intermountain has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors. We have achieved this goal by attracting some of the most experienced people supporting our clients with unrivaled resources.

401k Advisors Intermountain utilizes a strategic approach to help clients manage aspects of their retirement plan. We first benchmark the plan to determine its competitiveness from an administrative, investment and expense perspective. We also establish a due diligence process to assist in documenting fiduciary activities, recommend appropriate investment alternatives and develop employee communication programs around specific success parameters.

Fiduciary services provided in advisory relationships.