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TRAC™ Your 401(k)

The employer-sponsored 401(k) market lags the retail investment industry in cost, transparency and overall user experience. As one industry consultant put it, “these plans are…weakly designed, untidily executed and poorly appreciated."

Despite these shortcomings, 401(k)s and other ERISA governed plans are the primary funding vehicles for working professionals.

To fill the void forcing employees to serve as portfolio manager of their own retirement account, FWM serves as a fiduciary advisor to individual plan participants looking for personalized advice within their 401(k) plans.