by Jed Villareal | Nov 11, 2024 | 401k review
How a 401k Plan Review Can Lower Your Investment Fees The fees in your 401k plan might seem minor, but they can add up significantly over time, impacting your retirement savings. Conducting a regular 401k plan review helps uncover hidden fees and gives you...
by Jed Villareal | Nov 8, 2024 | 401k review
As we move into 2025, it’s a great time to conduct a comprehensive review of your 401k plan. Regularly revisiting your retirement plan can help you ensure that your contributions, investment allocations, and other key elements are working toward maximizing your...