Finally—Professional 401(k) Advice That’s Personal, Simple, and On Your Side.
Built by fiduciaries. Backed by compliance. Designed for people like you.
How It Works
Tell Us About You
Complete a quick form and we will email you the paperwork to gather your information, assess your goals and risk profile.
Get Personalized Advice
We score your plan’s investment options and recommend the best match.
Check In, Stay on Track
We monitor, adjust, and support you as life and markets change.
✔️ We Work With Your Existing 401(k)
No need to roll over or move your funds. We work directly with your employer-sponsored plan’s fund lineup.
✔️ Human, Professional Advice
Kevin T Clark, RF, is a Dalbar certified “Registered Fiduciary” and is responsible for letting you know how to invest your money.
✔️ ERISA-Compliant Process
Our platform was designed with ERISA compliance in mind. Everything is documented, tracked, and audit-ready.
✔️ Built by the “ERISA Nerd”
Co-Founded by Kevin T Clark, RF who is known in the industry as the “ERISA Nerd” and (literally) created the first 6 hour Continuing Education Course on ERISA Best Practices for financial adviser.
Pricing
$29 a month - Do It Yourself Plan
For just $29 a month you will receive professional, ongoing advice for your unique plan.
We will monitor all your investment options and let you know exactly how to invest your money.
You will be responsible for implementing the advice (trading).
$99 a month - Do It For Me Plan
For just $99 a month you will receive professional, ongoing advice for your unique plan.
We will monitor all your investment options and let you know exactly how to invest your money.
You can review the advice and when you are ready, you push a button and we will implement the advice (trading).
