401(k) and Profit-Sharing Plan Consulting

Starfox Financial Services is a fiduciary advisor that works for you and not a company selling investment products. We accept fiduciary status under ERISA Section 3(21) or 3(38) as an advisor to your plan.

Below are some of the services that you can expect from our:

  • Plan benchmarking
  • Benchmark your current 401(k) plan’s features, fees, services, education and participation against plans of similar size.
  • Review the plan design to optimize the plan for your company’s needs while maintaining full compliance.
  • Assist in the design of an Investment Policy Statement (IPS) which can minimize your fiduciary liability by implementing an IPS.
  • Provide ongoing plan reviews including regulatory and compliance updates.
  • Provide employee communication and educational opportunities.
  • Consulting with participants and retirees about their options.

Request a complimentary plan analysis and benchmark.

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