Broker Check

For Employers

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the dilemma: just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.

Your need for competent, objective retirement plan and investment advice—from an advisor you can trust—has never been greater. That’s why you should work with an independent retirement plan advisor at Central Coast 401(k). We can provide:

  • Employee education
  • Employee consulting services
  • A reduction in fees for CFO
  • Reduced time options for HR staff

We’re the powerful extension of your retirement planning committee that you need. We can work with your existing vendors or replace them if needed to make your plan better. Spanish needs? There are solutions. Let us be an extension of your HR department to help your employees feel more financially confident so they can focus on their jobs and reduce their financial worries.

Is your 401(k) plan working for you?

To learn how we can help you plan for a more secure financial future, send us a quick email or call the office. We welcome the opportunity to speak with you.

info@centralcoastwm.com  | 805-439-0370