13-Point Service Plan

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Running a business means you probably wear a lot of hats. Maintaining the legal fiduciary responsibilities associated with your company’s retirement plan takes continual learning, resources and time you might like to devote elsewhere. Yet your fiduciary role poses a significant amount of personal risk. Let Thiesen Dueker’s 401(k) Specialists help. Through our independent guidance and monitoring, our fiduciary oversight program offers significant protection for your plan’s management team – and specifically, for you. We invite you to take advantage of the following fiduciary services*:

Plan Set-Up & Design Services:

Investment Advisory Services:

Consulting Services:

*Fiduciary services provided for advisory relationships through LPL’s Retirement Plan Consulting Program.

401k Team w Alex

We manage some of the largest 401(k) plans throughout Central California.

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