401(k)

Investable Assets—$1M and up
Annual Fee for Investment Management

Fee Includes:

  • Provide support so you can feel confident that you are meeting your fiduciary responsibilities.
  • Determine what type of plan structure meets your needs and those of your employees.
  • Evaluate several 401(k) providers to identify the best price for the plan you need.
  • Create an investment platform that is geared toward meeting your needs and those of your employees.
  • Provide semi-annual enrollment meetings for your new employees.
  • Provide annual educational meetings to you and your employees on plan features or revisions.
  • Schedule a semi-annual review and update meeting regarding your firm’s 401(k) plan, including an annual evaluation of your 401(k) menu of investment choices.

Questions? We’d love to hear from you. Send us a note or Schedule a 15-min call with one our professionals.

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Entrust Financial Wealth Management Planning Boat Sailing on Ocean

Wealth Management:
Investable Assets
$750K and up

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Entrust Financial Financial planners looking at 401(k) plans

401(k):
Investable Assets
$1M and up

Learn More
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
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Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.

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