Did you know? Box Financial offers 401k services.
As a client of Box Financial, you trust us with safe guarding your most important assets. Let us help take care of your most important asset, your people. Most employees have provided one bucket for retirement, their 401k plan.
KEY QUESTIONS – Is your 401k working as hard for you?
- Are your top employees getting checks back from the plan each year?
- During the last education session, who met with your employee’s individually?
- What number does the employee have to call to get advice or guidance on their investment choices?
- How has your plan changed in response to the Department of Labor’s Fiduciary proposal that took effect June 9th?
Box Financial Advisors will partner with several firms to offer a comprehensive plan for your employees that works hard to provide solutions to each of the questions above.
We deliver a customized experience to the industry’s pre-packaged offering.
- Every 401k plan is tailored to each employer’s specific need
- Enables the use of benefit options that help increase retention and improve morale.
- Not a pre-packaged list of vague named standard mutual funds but a clear selection of managed model portfolios that simplify the employee’s investment selection.
Contact us to learn more or schedule a complimentary meeting.