Eve Kaplan, CFP®
Eve Kaplan
Kaplan Financial Advisors
52 Plymouth Drive
Berkeley Heights, NJ 07922 USA
Work 908-898-0549
» Account Access


Begin Here and Follow these Steps:

Get in Touch

Call us at 909-898-0549 or e-mail (Eve@KaplanFinancialAdvisors.com).

Report Card

We’ll provide a complimentary assessment by an objective third party agency. They will analyze your plan strengths/weaknesses when compared with your industry peers.
Let's Talk

We’ll discuss what this means to you as disclosure (and pressure on plan sponsors) increases in 2012 and beyond.
Possible Improvements?

Depending upon the outcome of your assessment, we’ll discuss how to:

  • eliminate plan sponsor investment liability in your 401(k) or 403(b)
  • lower the cost of your plan
  • provide full fee transparency to participants and company boards
  • reduce plan participant confusion and/or increase participation rates
  • provide access to world-class high-quality, low-cost Dimensional Fund Advisors funds (http://www.dfaus.com/) structured in professionally managed one-stop-shop portfolios
  • provide education-centric services that boost plan participant morale




Plan Administrators

If you’re a plan sponsor administrator, you are unwittingly in the firing line if a plan participant sues you for selecting inappropriate investments, incurring excessive fees, etc.*

Kaplan Financial Advisors knows:

how to correct inappropriate plan investments
if your current 401(k) or 403(b) plan is Excellent, Average or Mediocre

As a plan sponsor administrator, what can you do?

Contact Kaplan Financial Advisors
908-898-0549

* some law firms are suing plan sponsors -- on behalf of plan participants -  if they determine a plan sponsor is failing to meet fiduciary obligations.

 

© Kaplan Financial Advisors, LLC – All Rights Reserved. powered by  Advisor Designs - Web Designers for Financial Advisors