We talk to a lot of businesses about their 401(k) plans. After we briefly explain what we do and why we believe we can help, the typical response is, “No, thanks. We’re happy with our current provider.”
To be fair, there are many solid 401(k) providers out there. But to be equally fair, there are many pickpockets too -- rather than stealing your wallet, they quietly raid your retirement account without you knowing. How do they do it? Through underperforming funds and Where’s-Waldo fees (…they are there – you just can't seem to find them). Both are speed bumps on your road to retirement.
So here’s the deal. If you haven’t reviewed your plan in at least three years, you really should. Fees in the industry have fallen in recent years, and most providers do not proactively reduce fees for existing clients. (Although they happily reduce them for new clients to win their business, which drives us nuts. Is your loyalty worth nothing?)
Fortunately, we’re here to help – honestly. Invisor makes it simple for you to review your plan in a logical and objective manner, and we do all the heavy lifting. Even better, the information we need to run our analysis will take you less than 15 minutes to collect.
At the start we said we aren’t interested in winning your business. That’s true. We feel like we should earn it. And we would love an opportunity to show you how we intend to do just that. If you’re interested, contact us today.
We can’t wait to hear from you!
The Invisor Team