Topic: General Posts

Subject: 401(K) Financial Advisors
Kevin McGrath
Member: 2010
Posts:15
Submitted on 01-26-17 4:38 pm
Message:

Looking to put into place a 401(K) plan for a 75-employee company in the Philadelphia area.  I appreciate any recommended noteworthy financial advisors, who help design and implement 401(K) plans.  


Thanks,


 


Kevin

 
1  
Replies
Andrew Krawitt
Member: 2015
Posts: 1

Subject: Re:401(K) Financial Advisors

Submitted on 01-29-17 8:15 am.
Message:

You might try Attila Toth at Portfolio Evaluations, Inc., an independent investment consultant firm in New Jersey.


website:  porteval.com


email:  atoth@porteval.com


phone:  973-538-4347


Another approach is to work directly with The Vanguard Group, a cost-conscious organization, which partnered with Ascensus a while back to provide solutions to smaller firms.  They have information on their website under the insitiutional investor section and the phone number is (888) 684-4015.


 


 

 
Kevin McGrath
Member: 2010
Posts: 15

Subject: Re:401(K) Financial Advisors

Submitted on 01-29-17 9:26 am.
Message:

Andrew,


Thanks for your recommendations.


Kevin

 
Tom Wilson
Member: 2015
Posts: 1

Subject: Re:401(K) Financial Advisors

Submitted on 01-30-17 6:38 am.
Message:

I may be able to help, but a few clarifying questions:


What is the size of the portfolio?


Who are you using currently?


Please feel free to call.


Regards,


Tom Wilson


thwilson23@gmail.com


914-589-9616

 
Bob Sokol
Member: 2016
Posts: 1

Subject: Re:401(K) Financial Advisors

Submitted on 01-30-17 6:17 pm.
Message:

I recently joined WestPoint Financial Group in Indianapolis offering MassMutual products.  I am certain we could serve that space well.  If you are interesting in a discussion, I can bring in a local expert.


Best regards,


Robert

 
Paul Kandel
Member: 2009
Posts: 2

Subject: Re:401(K) Financial Advisors

Submitted on 01-31-17 4:26 pm.
Message:

Hi Kevin


 


I work for Morgan Stanley in NY but am in the Philadelphia area 3-4 times a year and would be happy to help.  You can reach me at 212-643-5908.


 


Paul Kandel

 
1  

OUR SPONSORS:

cfo