401 K Professionals

Investment Company in San Mateo, CA
Investment Company in San Mateo, CA 401(k) Professionals. Is a corporate retirement plan consulting services company. The company acts on behalf of plan sponsors to search the retirement marketplace for the most optimal plan for sponsors, participants, trustees and fiduciaries. Our customers vary from huge to tiny corporations across many different industries. Our success is grounded in a thorough understanding of the corporate retirement plan market, an eye toward innovation and knowledge in all kinds of retirement planning.

Contact Details

1 Waters Pk Drive
San Mateo, CA
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401 K Professionals
read more401(k) Professionals, Inc.is a California corporate retirement services firm thatprovides consulting and fiduciary advisory to plan sponsors of both defined contribution, and defined benefit plans. The firm's 35 year history has forged relations with tier one industry vendors, such as compliance and record-keeping services, so we offer exceptional resources & highly specialized solutions to maintain a plan that may better suit your business needs & overall goals. We search & monitor the retirement marketplace for the most optimal plan for businesses that desire better performance and employee participation.
The Team
read moreJohn Palladino, CLU, CFP, ChFC, CFP is the President and chief investment advisor for 401(k) Professionals, Inc. John founded the firm and has grown the company to become one of the leading defined contribution consulting organizations to small and mid-market companies in California. He counsels clients on developing and maintaining effective due diligence practices, as well as meeting their fiduciary requirements. His quantitative and qualitative analysis helps plan sponsors meet their fiduciary obligations while enhancing investment opportunities for participants.
read moreAt 401(k) Professionals, our Services focus on creating and maintaining a successful retirement plan. Just as every plan participant is an individual with his/her retirement objectives and goals, every plan sponsor has their own objectives and goals, as well. As your retirement advisor, 401(k) Professionals will consult with you and design the best retirement plan for your company and its employees. We develop an ongoing service plan to meet your specific needs. If you want a competitive retirement plan benefit to support your hiring and retention of top-notch employees, meet ERISA compliance and be actively monitored by a dedicated professional, then 401(k) Professionals will be there for you.
What to Expect
read moreAs an employer and sponsor of a 401(k) plan, your company shoulders a major responsibility. You must listen to the needs of your employees and then provide the appropriate plan at a reasonable cost. You are also tasked to determine the optimal plan design provisions, choose investments, keep up with legislative changes and educate and inform plan participants. All of this is our expertise, and offering attractive benefit plans is proven to help recruit and retain valuable employees. Our employee communication and education programs provide plan sponsors with award-winning websites, enrollment presentations and education materials needed to manage a company's fiduciary responsibility, and increase employee understanding of their 401k investment.
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