“The 401k Service Solution has changed my initial conversations with prospective clients. Instead of asking about features and benefits or whether there is anything they are unhappy about, I now ask “How do you define a Successful Retirement Plan?” I often receive a response of ‘I don’t know.” Or “I’ve never thought of that.” It truly takes our conversation to a whole new level. Inevitably, they ask me what it means to have a successful retirement plan. We then get into the discussion of Vision, Goals and Objectives, etc. With most of our clients – this is maximizing the owners’ contributions and ensuring plan participation are on the right track for retirement.

"By following the processes in the 401k Service Solution, we have been able to ensure we are keeping plan sponsors compliant and able to prove our value in ways other than gross investment returns.”

- Mario GiGanti
Managing Director
Azsure Fiduciary Services