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.
Wealth Management:
Investable Assets
$750K and up
401(k):
Investable Assets
$1M and up
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
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients build wealth. Our Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better experience.
