Acumen shares investment related responsibilities as a co-fiduciary for plan investment decisions with our 401K plan sponsors.   We conduct participant education meetings frequently and Reese and Cheryl recently visited a client’s plant in Texas to do so.  We work with participants to educate and guide them in making informed decisions to manage this tax-efficient pool of savings accumulated through this important employer-sponsored benefit plan. Our commitment to participant education is essential in providing an effective method to achieve financial goals for retirement.

 

Understanding the principles necessary for establishing and maintaining a successful retirement strategy can be a daunting task. For this reason, many plan sponsors rely on the guidance of a plan consultant.  Acumen Wealth Advisors, as a fiduciary and plan consultant, has developed skilled knowledge in retirement planning and welcomes the opportunity to help you and your participants.

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