
Financial Planners
At Equity 401k Consultants, we offer personalized retirement plan consulting designed for business owners and plan sponsors who want clarity, control, and confidence.
We don’t believe in one-size-fits-all retirement plans. As your dedicated 401(k) advisor, we work closely with you to design a plan that fits your company’s goals, meets compliance standards, and supports long-term employee engagement.
Here’s how we help:
Design a tailored 401(k) plan that meets your unique needs
Ensure regulatory compliance and ongoing plan health
Optimize your investment lineup and fee structure*
Educate and engage employees to boost participation
Offer clear, flat-fee pricing — no hidden charges
Provide proactive plan reviews and ongoing adjustments
Support your fiduciary responsibilities and help reduce liability