We specialize in customized qualified plan solutions for small businesses while helping plan sponsors manage their fiduciary obligations. We do things differently because we want your plan to be successful for the owners and for all participants.
Maximize the plan sponsor’s savings goals and objectives.
Provide unparalleled, ongoing service to the business owner and education to the participants in the plan.
Help the plan sponsor meet their fiduciary obligations.
401(k) Solutions
The BluePrint Process
T. Sapp Financial Partners is unique in the 401(k) plan world. Many advisors do not have a formal process to evaluate and manage 401(k) plans on an ongoing basis—but that’s our specialty. Our 401(k) Blueprint involves a three part process to evaluate and manage your 401(k) plan for the success of the business owners and all plan participants.
Our robust 401(k) Blueprint review process allows us to ask key questions to understand the original goals and objectives of your plan and our ongoing service model helps you stay on track to pursue them.
The 401(k) Blueprint Checklist
- Are you receiving guidance on managing your fiduciary risk as a plan sponsor?
- Does your current plan sponsor serve as a 3(21) or a 3(38) fiduciary?
- Is your investment analysis independent from your providers?
- Do you have a policy and process around the investments your plan?
- Does your advisor provide a service commitment agreement for their services?
- How many of your plan participants are on track to financially retire?