Sara Santos's Colleagues at 401(k) Advisors
Sara Santos's Contact Details
949-460-9898
401(k) Advisors
Sara Santos's Company Details
401(k) Advisors is a group of dedicated specialists focused on delivering superior retirement plan consulting services. As one of the largest independent retirement plan advisory firms, with over $30 billion in assets under advisement, 401(k) Advisors' 75 team members assist plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes. 401(k) Advisors is among the first investment advisory firms to be certified by CEFEX for ERISA-qualified plan level consulting. 401(k) Advisors helps create successful retirement plan outcomes for plan sponsors and plan participants.Every plan sponsor has unique goals and objectives. 401(k) Advisors' robust service structure is built to maximize the potential of a retirement plan. Our proprietary investment analysis provides a proven, back tested, institutional approach to monitor and evaluate fund managers and investment strategies. Our proprietary B3 Provider Analysis™ utilizes live bid benchmarking based on your plan design and demographics to assist with the process of renegotiating with incumbent providers, or finding a new provider, to achieve favorable fees, services and investments. Additionally, our former practicing ERISA attorneys help plan sponsors navigate today's ever-changing and increasingly complex legal and compliance landscape while reducing exposure to fiduciary liability.