401k and Retirement Plan Consultants

Preston & Cleveland provides consulting services to 401k plans and assists small and mid size businesses with reviewing their current employer sponsored plans.  Many times these plans are sold by investment and insurance companies and typically have high fees, limited and poor investment choices, and little to no education for employees.  Some of the services we offer include:

• Overall review of plan design based on the goal and objective you are looking to accomplish
• Reviewing your current fund line-up, asset classes, and making recommendations for improvements
• Review of overall plan cost including admin fees, fund fees, and your out of pocket costs
• Developing an Investment Policy Statement
• Quarterly fund review to assist you in meeting your fiduciary responsibilities
• Educational presentations for your employees
• Access to CFP® professionals to answer your employees’ investment related questions throughout the year, not a 1-800 number