Designing the ultimate 401k and how the 401k helps increase productivity

Thomas Turner
Thomas Turner
Founder and Owner of The 401k Source
The 401k Source

About Designing the ultimate 401k and how the 401k helps increase productivity

Wed, 08/31/2022 -
1:30 pm - 2:30 pm
Seminar Room: Aurora B

Every business owner can benefit from having a 401k. What many people do not realize is that all 401k's are not made equal. The customization options to a 401k are endless. We have practical individualized solutions that include:

     1. Ease of Administration
     2. Complete integration with payroll system
     3. Flat Fee's
     4. User-friendly employee interface
     5. Education (A financially healthy employee is an effective employee)

About Thomas Turner

Mr. Turner has 26 years of industry experience, the last ten of which he has specialized in two areas: - Qualified plan design, implementation, and management - Guiding individuals to and through retirement Tom feels very strongly about doing the right thing, the “Fiduciary Standard”, and running his business that way. For him, it is work hard, do things the right way, and everything else will take care of itself. Augmenting his RIA, in 2007, Mr. Turner earned an Accredited Investment Fiduciary Analyst (AIFA) designation. With this designation, Mr. Turner demonstrated that he has the in-depth knowledge and credentials to consult with clients on how to design, implement, and monitor company sponsored retirement plans. Because portfolio design and investment selection are so important to achieving a comfortable retirement, Mr. Turner has also earned his Certified Investment Management Analyst (CIMA) designation through the Investment and Wealth Institute. As a result of his ongoing education and experience, his belief in passive investing has strengthened. Mr. Turner has strived to make The 401k Source an example of what an investment advisory firm should be. Because of Mr. Turner’s independent perspective and his dedication to excellence, The 401k Source delivers leadership and encouragement for every client.