The 401k Advisor Line
11440 Okeechobee Boulevard, Royal Palm Beach, FL 33411
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
The 401k Advisor Line is located at 11440 Okeechobee Boulevard in Royal Palm Beach, Florida, United States. They offer a comprehensive 401(k) plan review to help assess the health of your retirement/benefit plan and identify areas for improvement. By scheduling a review, you can determine a baseline on performance and consider tools that may help your employees secure a better retirement. Administrative mistakes are common in retirement plans, and finding them early can save time and money. With a record number of lawsuits filed over costly and poorly performing 401(k) plans, it's more important than ever to ensure your plan meets fiduciary requirements. The 401k Advisor Line can help HR teams take the necessary steps to reduce costs, headaches, and liability associated with retirement plans. Schedule a review today to secure a better future for your employees.
Reviews
"I have purchased “leads” in the past that were a complete waste of money. These leads were excellent though! They are legit and they do confirm the appointments the day before and if the appointment doesn’t confirm they get you a new appointment. The client was expecting an analysis of their current plan every time. The one down side is it did take longer to set the appointments than I would have liked. But that was not entirely their fault as some appointments never confirmed so it took more time to find another appointment. So I am still giving 5 stars and I will use them in the future."
"I have had a phenomenal experience work with Tom and his team. They do an excellent job in securing high quality leads and screening them to ensure our success."
"I've been using the 401k Advisor Line for about a month and a half now and so far I am extremely pleased. Tom Ford and his team have made the process clear and concise with they're 'best practices' and ability to set great expectations for business owner meetings. If you are on the fence I'd say give it a try, they work with you hand in hand on the process and how to increase close rates."
"Was skeptical at first. I have tried a few of these 401k platforms in the past and hadn’t been impressed. My expectations were neutral to low when signing up but I took the jump anyways. Tom has been very transparent with me the whole time and we have even discussed opportunities that I have turned down taking and Tom was great to work with. The first official appointment I went on, I was able to secure a BOR on a 2M plan, hitting on exactly the pain points that Tom and his team had identified in the discovery call. So far has been a GREAT experience!!"
"I have been working with Eli Daniels since 2020. He is responsive, is professional and has excellent industry knowledge. He demonstrates an active interest in helping to grow my advisory practice as a Certified Plan Fiduciary Advisor. I suggest reaching out to him to explore how he can help you grow your 401k advisory practice."
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