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401K Plan Consulting

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