The 401k Advisorline was founded on a straightforward observation: many plan sponsors have never had their retirement plan formally benchmarked. They rely on the arrangements made when the plan was set up — often without a periodic comparison of fees, investments, or plan design.
We work to change that. The 401k Advisorline is an appointment-scheduling service: we reach out to plan sponsors across the country and, for those who request it, schedule a complimentary benchmark review with a participating financial advisor.
We are transparent about how we operate. Participating advisors pay us a fee for the introductions we arrange. That fee is never passed along to plan sponsors — the review itself is free, and we are paid the same whether or not a sponsor ever engages the professional who conducts it. We are not an investment adviser and do not provide investment advice.
Our mission isn't to convince plan sponsors to change anything. It's to make sure they have the information they need to support their fiduciary process and make their own decisions about their employees' retirement plan.
