401k Plans

At Lamberson Knight Wealth Management we are guided by a set of core principles firmly in line with the purpose of 401k plans. Whether you are a small business looking to start up a new 401k plan or a large business exploring other options, we are centered on helping your participants achieve financial security and realize the retirement they promised themselves. Your plan is the center of our mission and these values drive everything we do.

We partner with several well-known and high rated providers giving you multiple options from which to choose. Together, we can help you understand what it means to be a fiduciary and what it takes to keep the plan compliant. Along with our providers we will help you:

Select the program that best fits your needs.
Understand pricing and compensation modeling.
Illustrate, advise and monitor investment options done by the provider, our financial advisor and portfolio manager.
Compare providers.
Partner with the plan administrator.
Build and deliver a customized retirement plan proposal.

Upon you decision and approval, an implementation manager will guide your plan sponsor and associates through the installation and enrollment process of the new plan. We will provide an annual contract review designed to help you carry out one of your fiduciary responsibilities to monitor the investment options selected under your plan.

How do you define a successful 401k plan?

1. Employees are making good investment decisions

2. Employees are saving enough

3. Employers are making good decisions on which investments to offer

One of the advantages of working with Lamberson Knight is constant monitoring and review of all investments within the plan by one of our registered financial advisors and portfolio managers. We can also offer personal one on one advise for not only investments held inside the plan, but managed portfolios and financial solutions for each individual participant’s outside assets as well.