Explore Our 401(k) Advisory Services

Explore our wide range of services designed to help you move forward with confidence, wherever you're headed next.

Inquire Now

Who We Are

At FFA, we help organizations design and deliver retirement plans that allow their employees to plan for a successful retirement. Whether you need the support and protection of a fiduciary partner, or want to improve retirement outcomes for your employees, our advice provides you with an unobstructed view of your plan.

Serving as our clients “fiduciary partner”, we provide the specialized experience and expertise to help our clients meet and manage their fiduciary responsibilites under ERISA and mitigate fiduciary liability risk. Our firm was built on the premise that people are best served by advisors who are motivated to focus exclusively on the best interest of their clients. We conduct ourselves with honesty and fairness at all times and in all circumstancfes. We do what is right, even when it is difficult or out of fashion.

  • We believe that our clients will experience better retirement outcomes by working with us!

What We Offer

We offer a wide range of 401(K) advisory services to meet the needs of every client.

  • As a plan sponsor and fiduciary, it’s up to you to handle administration, oversee plan management, and make decisions regarding plan assets. If that’s not enough, you’re also tasked with regulatory compliance and legal liability - not to mention the plan’s overall performance.

    We can help. We do more than provide investment expertise - we share the burden of responsibility and our independent team of accredited advisors follow industry best practices for fiduciary governance and when advising clients.

  • Together, we help plan sponsors consider the powerful and positive impacts of behavorially based programs that “automate” improved saving and investment decisions. These programs haveg been found to be more effective than traditional educational programs alone.

  • Our investment services are rooted in proven investment principles, well-documented participant behavior, advances in plan design, and evolving regulatory environment. We’re focused on helping you offer a robust investment lineup that suits your organization, and provide participants with the right tools to make sound retirement decisions.

  • It’s not just about retirement. Each of your employees bring a unique set of qualities into their workplace - attributes related to family, lifestyle, heath, and finances that help shape who your employees are and how they work. As we work to guide employees towards financial freedom, it’s crucial to recognize that, for many, saving for retirement isn’t their top priority.

  • The Employee Retirement Income Security Act of 1974 (ERISA) requires retirement plan fiduciaries to ensure that all fees paid out of the retirement plan are reasonable in light of servicfes rendered. Plan sponsors are not required to purchase servicefs from the lowest bidder, but they must be able to demonstrate a deliberated process by which reasonableness of applicable fees is regularly considered.

  • As a retirement plan sponsor, you’re a fiduciary, which means you are required to follow certain rules and regulations when it comes to managing your plan. Balancing these obligations with your day-to-day responsibilities can be a challenge. We can help alleviate much of the management and investment duities for you, freeing you up to focus on your primary role, whether that can be running a small business, or managing an organization with multiple employees and moving parts.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.