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Fi401k

EST. AUM
$849,723,671

CONTACTS
3

CLIENT ACCOUNTS
338

Firm Details

Metro area Denver
CRD Number 168408
Website fi401k.com
Client types

Overview

Fi401k is an organization that provides support to retirement plan fiduciaries, focusing on reducing liability risks associated with offering workplace retirement savings plans. The company offers a range of solutions designed to meet the requirements of business owners and executives under the Employee Retirement Income Security Act of 1974 (ERISA). Fi401k utilizes technology to improve efficiency in processes that have traditionally been manual and time-consuming, making its services accessible to small and medium-sized businesses. The company’s team has expertise in retirement planning and investment management, including record-keeping, administration services, and pooled investment management. This knowledge enables Fi401k to assist fiduciaries in managing and administering employer-sponsored retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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