Shelley Maddaloni

Assistant to Peggy Whitmore at 401(k) Advisors - Laguna Hills, CA, US

Shelley Maddaloni's Contact Details
HQ
949-460-9898
Location
Company
401(k) Advisors
Shelley Maddaloni's Company Details
401(k) Advisors logo, 401(k) Advisors contact details

401(k) Advisors

Laguna Hills, CA, US • 100 - 249 Employees
Financial Services

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.

Financial Services Financial Advisory Services
Details about 401(k) Advisors
Frequently Asked Questions about Shelley Maddaloni
Shelley Maddaloni currently works for 401(k) Advisors.
Shelley Maddaloni's role at 401(k) Advisors is Assistant to Peggy Whitmore.
Shelley Maddaloni's email address is ***@401kadvisors.com. To view Shelley Maddaloni's full email address, please signup to ConnectPlex.
Shelley Maddaloni works in the Financial Services industry.
Shelley Maddaloni's colleagues at 401(k) Advisors are Michael Viljak, Jackie Pierre, Nick Dellavedova, Mary Frembling, Kerry Leuenberger, Sara Santos and others.
Shelley Maddaloni's phone number is 949-460-9898
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