Can Financial Synergies Manage My 401(k) Plan?

Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
No Employer 401k? Fear Not!

Most people recognize the importance of saving for retirement. Planning for the long-term is filled with challenges, especially knowing where to start. 401k plans have grown in popularity over the last 20 or so years and are a great vehicle …
Video | 401(k) Benefits

Bryan Zschiesche discusses the benefits of saving in your company’s retirement plan. If you’d like to learn more about how Financial Synergies can help you with your 401(k) or other retirement plans, please contact us.
Breaking Free from the 401(k) Trap

401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan. Employees are generally limited to a list of 10 or 12 mutual funds and are unable …