401Kquote.com

401kQuote.com, based in Norwood, MA, was established in 2000 to support 401(k) Plan sponsors and participants in achieving their retirement objectives. The company offers 3(38) and 3(21) Fiduciary services, led by President Thomas Lanahan, a Certified Employee Benefit Specialist and Accredited Investment Fiduciary with extensive financial registrations.

Specializing in assisting Plan Sponsors in enhancing service, investment, and expense levels, 401kQuote.com provides tailored 401(k) plan quotes for those considering transitioning systems. The team ensures ongoing monitoring of plan Investment Performance through the Fiduciary Investment Reporting Monitoring (FiRM) system, combined with dedicated local service for continuous support.

With a focus on maximizing existing retirement plans, the company offers valuable recommendations to improve current plans without necessitating a change in 401(k) vendors. 401kQuote.com's mission is to empower 401(k) plan sponsors with the tools and guidance needed to enhance their retirement offerings and secure financial futures for participants.

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