Do you have 401k issues?

Our founder, Jean Pierre Chaze, has been providing retirement advice for over 20 years.

As part of your Due Diligence plan, put one of
our licensed professionals to work or you!

Find out if you have 401k issues with our FREE review!

  • Is your plan in danger of inviting a DOL audit?
  • Were you hit with extra fees because of Regulation 404(a)(5)?
  • Has your investment sponsor or insurance carrier been downgraded?
  • Is your ERISA fidelity bond adequate?
  • Does your current provider offer fiduciary assurances on your investment lineup?
  • Is your IPS (Investment Policy Statement) up-to-date?

We can reduce your fiduciary liability with our exclusive Fiduciary Standards Warranty! Our warranty protects you and your employees. We will bear the reasonable cost—including attorney fees—of depending on a claim that is subject to our warranty.

Click here to take a look at one of our
'Thank You' letters from the IRS!

At NO COST to you, we'll review your...

  • IPS
  • TPA Cost
  • ERISA Bond
  • Net Asset Cost
  • Corrective Distribution Risk