TAM offers a single point of contact who will resolve the issue in a timely manner when a company or participant has a question. We do not have a large call center, numerous employees, or multiple levels of management hindering our plan specialists from performing their job like most large investment firms. We have knowledgeable and talented advisors and retirement plan specialists who care and understand how important service is and take ownership of each client interaction.

One of the initial services TAM provides is to serve as an objective and unbiased plan specialist. This is achieved thru educating business owners, CFO's, HR directors, and trustees on available 401(k) plans that are most suitable for your company and growth expectations.

After we have discussed in detail which plan options and criteria are most important, we begin our due diligence process assessing the most appropriate investment options, Third Party Administrator (TPA), and custodian(s) which will provide the best solution for your company. Our search to customize and implement your 401(k) plan is efficient, cost-effective, and hassle free for our clients.

Summary Points

• TAM is an independent broker/dealer and Registered Investment Advisor (RIA) firm. We do not offer proprietary investment products which eliminates any conflicts of interest. Our job is to find the best investment vehicles at the lowest cost for our clients.

• TAM will assume fiduciary responsibility from plan trustees.

• TAM can typically lower plan fees, in many cases increase returns, assume fiduciary responsibility, increase participation levels thru employee education, and offer customized services.

Please visit our Contact Us page to request a 401(k) Retirement Plan proposal.