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401k Plan Professionals
7400 Metro Boulevard, Edina, Minnesota, United States
About the 401k Plan Professionals
401k Plan Professionals is a finance institution located at 7400 Metro Boulevard in Edina, Minnesota, United States. As a women-owned business specializing in company retirement plans, our team is dedicated to empowering you and your employees to achieve your financial goals. Let's work together to secure your future. Contact us at (952) 835-4485 or email Jessica.Ballin@LPL.com for more information. Securities are offered through LPL Financial, member FINRA / SIPC, and investment advisory services are provided through Global Retirement Partners (GRP), a registered investment advisor separate from LPL Financial. Our team is here to help residents of various states including AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI, and WV.
Photos of 401k Plan Professionals
7400 Metro Blvd UNIT 213, Edina, MN 55439, United States
Opening hours of 401k Plan Professionals
Monday:
07:00 - 17:00
Tuesday:
07:00 - 17:00
Wednesday:
07:00 - 17:00
Thursday:
07:00 - 17:00
Friday:
07:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of 401k Plan Professionals
"We've been working with 401k Plan Professionals for the just over a year now. They made our transition from our Simple IRA to a 401k a smooth process. Jenna quickly responds to all our questions and our employee's questions, checks in frequently, and gives excellent guidance. We've been very happy with our decision to use 401k Plan Professionals."
"We switched from a Simple IRA to a 401k retirement plan in 2018. Jenna Witherbee and the team at 401k Plan Professionals helped to make the transition seamless. They spent a significant amount of time answering our questions, helping with the set up, and guiding our employees. I would highly recommend this company for your retirement plan/investing needs."
"Ransford Environmental did not have a 401k plan before we contacted Jessica at 401k Plan Professionals. They have helped us with everything as it pertains to our company's retirement plan: our plan design, adoption agreement, vendor selection, investment selection, and employee education & enrollment. It's been instrumental to have their team of retirement plan experts guide us through the whole process. On an ongoing basis, they have kept us in great investment choices and proactively work to resolve any issues. Our employees know that they can always call 401k Plan Professionals and get assistance with their retirement-related questions. Thank you for helping us establish and maintain our retirement plan."
"We have been very impressed with the attention to detail that we've received from Jessica and her crew at 401k Plan Professionals. As part of their service model, the advisors sit down with each of our employees to review their individual situations. Our employees are extremely happy with the attention they receive and feel supported by their guidance. As fiduciaries to the plan, 401k Plan Professionals reviews the plan investments with our committee and benchmarks our plan against other options every 6 months. A few years back, they helped us improve our cost and services by switching our start-up plan to a different vendor more suitable to our current size. Thanks to this team, we have a solid investment policy and adoption agreement in place. We are fortunate to partner with Jessica, Gina and Jenna. Many advisors want to do everything: life, disability, health and 401k. The problem is, if we were unhappy with our medical plan and want to talk to a different advisor, we felt stuck. But with this team only doing 401ks, we have flexibility and freedom and can uncouple at anytime."
"I have found the staff at 401k Plan Professionals to be very knowledgeable, organized and pleasant to work with. Jessica Ballin and Jenna Witherbee have been very helpful at getting me up to speed with being on our 401k committee. It is great to have 401k Plan Professionals as a trusted advisor on our plan."
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