401(k) Center

401(k) Center

As a plan sponsor, you want what is best for your plan participants. We share that same goal. However, the steps necessary to achieve that goal can be quite arduous if you don’t have the right measures in place.
Providing a 401(k) for your employees is much more involved than simply putting together a list of mutual funds. As a plan sponsor, it is important for you to understand all of the elements of providing a 401(k) plan, including the regulatory compliance elements coupled with a robust plan design.
Our firm strives to educate and guide you during the decision-making process. If you currently have a plan, it is our goal to make sure you and your participants are getting the most value from your plan. If you are considering implementing a plan, it is important that you take prudent steps to achieve your end goal.

That’s where we come in. We invite you to join us for a consultation. No decisions. Just discussion. We’re confident you’ll feel empowered to make more educated decisions after we’ve met.

Ben Harvey and Evan Barnes are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.

Ben Harvey and Evan Barnes are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Ben: (IN; OH) and Evan:(IN). For investment advisory services these states include: Ben: (IN; MT; OH) and Evan: (IN; MT). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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