About
WHO WE ARE
Prosperity 401(k) Advisors provides investment and retirement plan advisory services to corporations and nonprofit organizations.
Fiduciary Retirement Advisors
We are on a mission to help you run the best possible retirement plan.
Whether you need a plan review or a new plan design, our comprehensive approach is designed to simplify your complex responsibilities. We’ll align your retirement program objectives with your employees’ retirement savings needs.
As your Fiduciary Retirement Advisor, we take an objective and proactive approach to help your company and employees thrive financially. After all, you want to know for sure that you’re making the right decisions with your 401(k)—and you shouldn’t have to do it alone!
Our Expertise
Retirement Plan Management
EMPLOYERS
Streamline the administrative work and eliminate your personal liability. We’ll handle notices, eligibility, and keep everything up to date.
EMPLOYEES
We educate and onboard your employees with engaging brochures and emails in plain language that everyone can understand.
Prosperity 401(k) Advisors delivers comprehensive plan services—from the design phase through employees’ post-retirement lives.
Plan
Design
Our proactive approach prepares you to make the best decisions.
Investment Selection
Funds that fit the ultimate objectives of plan participants.
Plan
Governance
Day-to-Day Plan Administration
Annual Plan Compliance
Education & Advisory Services
Complimentary Consultation
Get Started with Prosperity
Lower fees, less hassle, and more saving—you and your employees will love it.
