401k Plan Professionals

We switched from a Simple IRA to a 401k retirement plan in 2018. Jenna Witherbee and the team at 401k Plan Professionals helped to make the transition seamless. They spent a significant amount of time answering our questions, helping with the set up, and guiding our employees. I would highly recommend this company for your retirement plan/investing needs.
Oct 7th, 2019

Very simply, the 401K Plan Professionals team has made my life as a Human Resource Manager easier by providing me with solid advice and outstanding service as Stainless Technologies has grown from 60 to 300 employees during the last seven years. They have provided educational services to employees that has demonstrably helped individuals improve their lives and retirement readiness. While plan numbers look great (our plan mix is solid and costs keep going down), retirement is about people. 401k Plan Professionals care about my people.
Jul 27th, 2019

We work with Jenna Witherbee and she takes very good care of me and my staff. She is great at checking in and making sure our portfolio is diverse in all markets. I really appreciate the attention to detail.
Jun 28th, 2019

We have been very impressed with the attention to detail that we've received from Jessica and her crew at 401k Plan Professionals. As part of their service model, the advisors sit down with each of our employees to review their individual situations. Our employees are extremely happy with the attention they receive and feel supported by their guidance. As fiduciaries to the plan, 401k Plan Professionals reviews the plan investments with our committee and benchmarks our plan against other options every 6 months. A few years back, they helped us improve our cost and services by switching our start-up plan to a different vendor more suitable to our current size. Thanks to this team, we have a solid investment policy and adoption agreement in place. We are fortunate to partner with Jessica, Gina and Jenna. Many advisors want to do everything: life, disability, health and 401k. The problem is, if we were unhappy with our medical plan and want to talk to a different advisor, we felt stuck. But with this team only doing 401ks, we have flexibility and freedom and can uncouple at anytime.
Jun 26th, 2019

I am very grateful for their suggested strategies.
Apr 16th, 2019