Broker Check

Is Your business' 401(k) Performing at Its Best? Get a Complimentary Review Now!

Many business owners set up a 401(k) plan and forget about it. But outdated plans can lead to missed opportunities, compliance risks, and dissatisfied employees. Take this quick 5-question quiz to find out if your 401(k) is helping you grow your business—or if it’s time to consider a fresh approach with a new advisor!

There are no obligations with this quiz. We are just here to support you and your business.

Do you know if your 401(k) fees are competitive and reasonable?
Has your 401(k) plan kept up with recent regulatory changes?
Are you leveraging your 401(k) plan to maximize your tax savings and retirement contributions?
Are your employees actively participating in the plan and satisfied with their investment options?
When was the last time you reviewed your 401(k) plan with your advisor?
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Meet Your 401K Experts

Bryan Kotlarz

Bryan J. Kotlarz, CFP®

President, Chief Investment Officer

(860) 996-8361

Thomas Rianhard

Thomas Rianhard

Partner, Market Strategist

(860) 996-8368

Jacqui Ferguson

Jacqui Ferguson

Director of Operations & Marketing

(860) 854-9893

Kim Resnick

Kim Resnick

Client Associate

(860) 996-8362

Dave Murphy

Dave Murphy

Executive Managing Director, Business Development and Strategy

(860) 996-8263

Dave McGeary

Dave McGeary

VP, Relationship Manager and Head of Employee Benefits

(413) 930-4371

Brad Nelsen

Brad Nelsen

Financial Services Specialist

(860) 996-8323

Drew Brown

Drew Brown

Financial Advisor

(518) 838-0429