The 401 (k) Dude

401(k) Solutions

We believe a retirement plan is one of the most important benefits you can offer your employees. Successful retirement plans engage employees and move them to action. It's important to work with experienced, objective professionals who can provide the planning, execution, and necessary assistance to both you and your retirement plan participants.

At Zaccaro Wealth Management, our role is to help you define and reach your retirement plan goals. Furthermore, we will educate employees about your company's plan and assist them in preparing for and achieving the retirement lifestyle they have worked so hard for.

Our Mission

To help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants.

Retirement Plan Servicing Philosophy

  • We believe that not every investment option is appropriate for your retirement plan.
  • We believe that helping participants learn about retirement plan investing encompasses everything from enrolling in the plan all the way through to distribution planning.
  • We believe that you should have direct access to your plan administrator and record-keeper when issues arise.
  • We believe that any and all fees associated with your retirement plan should be reasonable.

Plan Sponsor Support

  • We will make sure you spend your time making big-picture decisions, and not on the details of plan administration.
  • We will show you how a selection of investments from more than one fund family can help you create a more complete menu of investment options for your plan.
  • We can help you avoid the most common mistakes made by well-meaning plan sponsors.
  • We will help you and your legal counsel understand what it means to be a plan fiduciary.

Commitment to Participant Education and Ongoing Service

  • We will provide customized enrollment books and coordinate the enrollment meeting for your new retirement plan.
  • We will make sure your plan receives periodic retirement plan education, targeted to meet the needs of your employees.
  • We will help to facilitate rollovers for your participants when they leave the plan.

Our Gift to You:

We will benchmark your plan for your compliance file.

We look forward to discussing our services with you in more detail. Please refer to our Request a Quote tab for our 401(k) Request Quote link for further information. If you have any questions in the meantime, please don't hesitate to contact us at (201)-599-2600.