Cox Financial Corporation we provide assistance with 401K plan consulting:
Products & Services
- Consult on 401(k) plan design, implementation and fiduciary monitoring.
- Selection of qualified recordkeepers and TPAs - including overseeing the RFP process.
- Act as investment manager - selecting, monitoring, and optimizing the fund lineup.
- Oversee and facilitate quarterly investment committee meetings
- Provide consulting services at both the plan and participant level
