401k Analysis and Management

One of our more popular services involves strategically analyzing customer 401k accounts and developing a plan for improvement.

The majority of customers who actually review their 401k account statements tend to perceive the increase or decrease in their total account balance as indicative of overall performance. Our detailed analysis usually determines clients to be in the incorrect funds based on significant financial loss, high management fees, risk above desired levels and poor returns on investment.

We understand the importance of performing ongoing analysis and recommend, at minimum, a quarterly review of customer 401k accounts. Our business goes one step further by devoting attention to daily stock market news and reports – an effective practice that could possibly assist in warning clients of potential problems as they occur or are reported instead of postponing until the end of the quarter or later.

Ph: 773-610-6296 | E-Fax: 702-948-5783
Email: taxmanmburns@aol.com