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Who We Are

Who We Are

401k Advisors in Chicago was founded in 2001 with a Team of five consultants, most having 20 or more years of experience in the financial services industry.

We started with the iron clad commitment to always work on behalf of plan sponsors, their participants and their beneficiaries in an independent, objective and unbiased way to drive superior retirement plan outcomes. That commitment has never changed and it never will.

Our clients are manufacturers, service industry employers, professional sports teams, etc. in various plan sizes and diverse employee demographics. Our clients all share the same goals, driving their retirement plans to be the very best they can be and to help their highly-valued Team Members achieve comfortable retirement futures.

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Fiduciary Risk Management Assistance

Fiduciary Risk Management Assistance

401k Advisors Chicago accepts investment fiduciary status in writing and works with Plan Sponsors and Committees to deliver industry best practices to to help manage fiduciary risk.

Fiduciary Focus
Plan Investment Monitoring and Oversight

Plan Investment Monitoring and Oversight

We utilize the industry’s most highly respected investment oversight methods and strategies to help our Clients optimize their investments’ efficiency and results.

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Participant Education Services

Participant Education Services

Participants in today’s 401k plans seek unbiased, tailored advice and experienced counsel, delivered to them “one on one.”

LPL Research
Individual Investment Services

Individual Investment Services

Whether you are current plan participant, an ex-Team Member or are enjoying retirement, you deserve cost effective, independent advice and guidance.

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Cost Effective Services

Cost Effective Services

As part of our mission we seek to create cost effective strategies tailored to your retirement plan goals.

Guiding Values
Independence

Independence

Our independent, objective, non-conflicted approach always puts comprehensive retirement outcomes first!

Partnership With LPL
Trusted Advisors

Trusted Advisors

We consider our clients and their highly- valued Team Members our business partners and our friends!

Meet Your Team

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