You have questions. We have answers.

Are you a Fiduciary to our Plan and employees?
Yes, Samuel Financial always serves as a 3(21) fiduciary to both the employer and plan participants.
What vendors do you work with?
Our independence allows us to use any vendor to assist with the operations of your Plan.
How do you help us find the best fit 401k Plan for our needs?

We ask questions about what is important to you, then listen. We use your feedback to help you select the right mix of product, investments and compliance support to create the optimal Plan. 

What are your fees?

Our fee is based on the size of the plan and the services we’re contracted for. You will find that our fees are competitive, transparent and reasonable.

How are fees determined?

At the front end of every client engagement, and annually thereafter, we perform an analysis to evaluate comparable fees and services from thousands of similar Plans to determine a transparent, competitive and fair fee structure.

How are fees charged?

Because we only work on a fee-for-service basis, employers have the choice to have our fees collected from Plan assets, be invoiced to the employer (outside of the plan) or a combination of both.

Why Samuel Financial?

Our honesty, integrity and transparency combined with our over 50 years of 401(k) experience creates an uncommon advisory experience built to last.

More Questions?
We’d love to talk. Please contact us at (781) 461-6886.