401(k) Free Plan Analysis

Decoding the fee stack of your 401(k) or 403(b) plan is difficult. There are advisory fees, fund fees, record-keeping fees, and sometimes TPA fees.

If you contact us we will do a complimentary analysis for you. We hope to send you a proposal that includes significant savings.

In our analysis we will do significant work, diving into your plan details and showing you what is happening. This is not going to be a templated product sale. A specialist One Day In July team with deep experience in benefits will decipher this for you.

Please contact Katie Bensel at (203) 645-4122 or katie@onedayinjuly.com.