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SFG 401(k) Advisors

SFG 401(k) Advisors

Whether you are a company with 5 employees or 1,000, finding the right financial advisor that’s a good fit can be a challenge. Retirement plans can be sophisticated which requires special attention, acumen, persistence, and time. Plans also should be custom designed with special attention to proper governance at the highest standard. 

  • Our Team

    At SFG, we work for organizations that want to grow, nurture, and empower their workforce through custom-tailored, participant-focused benefit packages. We are dedicated to the retirement plans space, which means we commit every day to help plan sponsors and plan participants formulate customized plans to reach desired, attainable outcomes. 

  • Our Services
    Our services include employee engagement & education, plan design, fiduciary oversight, investment analysis, and vendor & plan services analysis. As a trusted advisor, we partner with plan sponsors in every aspect of the retirement plan process. We will always put the needs of the employees and plan sponsors ahead of our own. 
  • Our Process

    We host group and individual meetings to analyze your plan design to confirm that it aligns with employer and employee goals. We manage the plan with the employees best interest and provide investment analysis for selecting and monitoring investments. We then provide a fiduciary oversight that includes proper record-keeping and an audit to proof your plan so that you can feel comfortable and confident that you and your employees are taken care of. 

Secure Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019.

The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.