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Why You Need A            401(k) Rescue Plan?

The Retirement Plan Industry Is Changing So Fast That Employers Are Being Left Behind.  With So Many Rules and Regulations, It's Become Difficult For Employers To Stay Compliant. ​


We Have A 5 Step Process That Helps Companies Address Regulatory Challenges And Stay Out Of Trouble.​  It Can Provide Peace Of Mind, and Reduce Frustration For Business Owners, CFO's and Human Resource Staff.

What We Bring To The Table

Retirement Plan Checklist For 401(k) Plan Fiduciaries

The Symphony Retirement Partners Advantage

Provider Benchmarking

Cost transparency and benchmarking to help you make informed decisions

Education & Experience

Credentialed advisor with 30+ years of retirement plan experience to support you

"Bolt On" Services

We can work with all major recordkeepers

Potential Cost Savings

Through low-cost institutional investments and provider negotiation

Time Well Saved

By taking work off your plate, we give you time to focus on what you do best – run your business

Employee Wellness

Supporting your employees with custom education and tools on their path towards financial progress

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