DOES YOUR CURRENT 401K ADVISOR?AKSALAYOURADVISORServe as a Co-Fiduciary?Perform & share with you a quarterly investment review?Conduct at least a semi-annual enrollment meeting?Serve as an independent advisor?Prepare & review your Investment Policy Statement?Review Plan Expenses with your current & other record keepers?Coordinate delivery of required notices?Provide individual investment advice?Explain recent retirement plan legislation?Undergo annual goal setting meeting? One constant in our meetings with clients is the phrase “I wish I would have started working with you (Aksala Wealth) earlier”. Much to our chagrin, time travel is not yet feasible. You have the ability to make an impact in the lives of every person on your team and pave the way for how your organization will operate for decades to come. Contact us today about our retirement plan consulting services.