Advisory 401(k) Plans

At Walnut Hill Advisors, LLC, we screen available 401(k) platforms and help clients choose the best provider for their particular company. Various 401(k) plans (and SEPs, SIMPLEs, 403(b)s etc) are offered by:

  • payroll companies, including small and big ones
  • mutual fund companies
  • ETF (Exchange-Traded Fund) companies
  • annuity companies
  • Third party administrators coupled with investment providers
  • Self directed IRA/401(k) companies
  • and others

How will you swim through this alphabet soup of offerings? We can help. Working on a fee basis, we can help you select plan offerings, fund choices, and benefit specifics such as matching/vesting schedules. Feel free to contact us by phone at 781.393.0021 or drop a note in the contact box below. Chris, our firm Principal, will, at no obligation to you, gladly discuss ideas over the phone so you can proceed in an intelligent manner.

We look forward to hearing from you!