Topic: General Posts

Subject: 401(K) Advisors
Kevin McGrath
Member: 2010
Posts:7
Submitted on 01-27-19 3:27 pm
Message:

I am looking to set-up a 401(K) Plan for my company located in Ocean County, NJ.  We have 15 employees. Can anyone recommend an excellent 401(K) advisor?  


 


Thanks,


 


Kevin McGrath


kevin.mcgrath00@gmail.com

 
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Replies
Chuck Kelly
Member: 2018
Posts:

Subject: Re:401(K) Advisors

Submitted on 01-28-19 3:56 pm.
Message:

Kevin,


 


Reach out to David Hungerford he is with AXA and I have found him and his group within AXA to be excellent advisors. His cell is 631-871-8761.

 
Richard Gluck
Member: 2003
Posts: 1

Subject: Re:401(K) Advisors

Submitted on 01-29-19 5:24 pm.
Message:

My firm is affiliated with a 401k advisor. They do both the investing and the third party administration (TPA). I can be reached at 917-975-1127


 


Richard Gluck

 
Margaret Bandera
Member: 2018
Posts: 1

Subject: Re:401(K) Advisors

Submitted on 01-30-19 5:03 am.
Message:

I use Andrew DeGroat of WhartonHill Advisors in Fort Washington, PA.  He is a registered investment advisor that offers a fixed fee arrangement with strong co-fiduciary oversight.  He and his team will guide you in superior plan design, low fee structure, best in class investment line-up and individual employee education and investment advice.  


 


Andrew J. DeGroat, AIF ® | President WhartonHill Advisors


451 S. Bethlehem Pike, Suite 100 | Fort Washington, PA 19034


(T) 215-641-2570 x 358 | (F) 215-641-2573


adegroat@whartonhill.com

 
Doug Zucker
Member: 2007
Posts: 8

Subject: Re:401(K) Advisors

Submitted on 02-04-19 1:16 pm.
Message:

Hi Kevin,


 


I am the Chair for the NYC FENG Banking Chapter.  I run my own financial advisory practice, Trusted Advisors Corp.  www.trustedadvisorscorp.com 


It would be my pleasure to assist you.  


 


You can reach me directly at 914-319-0295.


 


Regards,


Doug


dzucker@trustedadvisorscorp.com


 


 


 

 
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