401(k) Plans

Plan sponsors face a wide variety of challenges when providing a 401(k) plan. In order for the retirement plan to be successful, it must balance the goals of the business, its leaders and employees; all while meeting compliance standards required by federal laws. As 401(k) plans play a bigger role in the future of America's retirement security, plan sponsors need more specialized advice from their providers.


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Investment Updates

Investment advisory services offered through Lumin Financial LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.