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.