Is it time for a 401(k) second opinion?
When was the last time you heard from your 401(k) advisor? If your plan failed ADP or ACP testing, did anyone explain the refunds and what you could change? When did employees last get help with enrollment or the company match? We can help you understand your options.
Meet Kevin Smallwood
I founded Smallwood Financial Group in 2006. Today, we work directly with business owners in New Jersey and New York City to start and manage their company’s 401(k) plans.
When we review your plan, we’ll walk you through what you and your employees are paying, how the plan is set up, and what we’d consider changing. We also believe employees should know how to enroll, how their company match works if they have one, and who to call when they have questions.
We’re based in Summit, New Jersey. If you’re setting up your first plan or wondering whether your current one still fits, let’s talk about what prompted you to take a look.
