Reviews of 401k Plan Professionals (Financial Consultant)

Mary Hansen

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.

Pj Maguire

The 401k Plan Professionals group is very helpful and excellent at helping businesses with their 401k plans.

Jennifer Blair

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.

Michelle Balow

We work with Jenna Witherbee and she takes very good care of me and my staff. She is great at checking in and making sure our portfolio is diverse in all markets. I really appreciate the attention to detail.

Curtis Goodson

Very simply, the 401K Plan Professionals team has made my life as a Human Resource Manager easier by providing me with solid advice and outstanding service as Stainless Technologies has grown from 60 to 300 employees during the last seven years. They have provided educational services to employees that has demonstrably helped individuals improve their lives and retirement readiness. While plan numbers look great (our plan mix is solid and costs keep going down), retirement is about people. 401k Plan Professionals care about my people.

Cathy O'Brien

Jessica & Jenna have been amazing in the care they take to protect and advise on our company's 401k plan. They are both always thorough and educational in our meetings, as we review our plan's performance. I am very grateful for their suggested strategies.

Kristy Rodd

We work with Jenna Witherbee at LPL. She administers our small business 401k plan. She provides great direction and is knowledgeable on different investment strategies/options. We recently amended our plan for Roth contributions. I highly recommend Jenna.

Kurt Bichler

401k Professionals have done an outstanding job with plan design and support for our company's 401k plan. They provide great support to us in making sure we meet our fiduciary responsibilities and are always willing to advise our employees on their investment choices. Follow up with us and our employees is exceptional.

Phil Simonet

401K Plan Professionals has done a wonderful job advising us on our defined benefit plan. They are productive and responsive to all of our needs. I would rightly recommend them!

Amy Gibson

Great group of financial professionals to collaborate with. Helpful to the employees and the group administrator.

Frank Pizzi

401k Plan Professionals has been our advisor for many years. I really should say advocate. Jessica Ballin has been our buffer between our 401k provider and our company, Spirent Communications, Inc.. She never acts in an adversarial capacity but rather as a coordinator. She works in coordination with us and has secured the best overall platform for Spirent and our employees. Through her assistance, we've consistently had outstanding investment choices. When it comes to negotiating costs, Jessica has been invaluable. She has us in the lowest cost institutional funds and has helped in lowering our recordkeeping costs. In the litigious market we are currently in, it is awesome to have Jessica as a co-fiduciary in our corner.

Mark Zingle

Terrific group of knowledgeable, experienced professionals.

Maria Richmond

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.

Greg Yoch

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.

Molly Moy

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.