Designing and managing a 401(k)/Profit Sharing Plan is a complex responsibility and encompasses intricate details to help your employees meet their retirement goals.

Whether you have a Defined Benefit, Non-qualified, or 401(k)/Profit Sharing Plan, we are the solution.

EnVision Financial Consultants offers decades of experience in investment consultation. We can help successfully design and manage 401k/Profit Sharing Plans. Our success is due to our objective, independent consultation and our steadfast dedication to serving our clients.

As your consultant, we can provide you with:

• Investment Fund Consulting
• “Best in class” money managers
• Minimized exposure to potential fiduciary liabilities
• Investment education for participants

With any 401K or Profit Sharing Plan, there are extensive administrative details and documentation. We can provide full-scope services that include plan document services, compliance testing/IRS reporting, summary annual report, and customized communication materials.

Our highly detailed and client focused approach will help you and your participants gain confidence that your plan is performing according to your objectives.

Do you have an independent consultant? Our commitment is to our clients, not an institution.