401K Consulting Services

We have become one of Chicago’s best independent
consulting firms.

Maximize 401k Efficiency

We help increase plan efficiency and ensure total plan costs are relevant through:

Vendor Benchmarking Analysis
Provider Contract Review
Provider Pricing Renegotiation
Plan Conversion Guidance
Plan Design Analysis
Compliance Checklist

Reduce 401k Risk

We help navigate fiduciary responsibility through robust analysis and
documentation.

Investment Policy Statement
Fiduciary Investment Review
ScorecardSM Fund Ranking
Quarterly Market Summary
404(a) / 404(c) Guidance

All written content is for information purposes only. Opinions expressed herein are solely those of “Quantum Capital Investments” and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by “Quantum Capital Investments” a Registered Investment Advisor in the State of Illinois.

401K Consulting Services