About 401k Squared – Your 401k Advisor

We are a three-time nominee for PLANSPONSOR’S® Retirement Plan Advisor Team of The Year award...

The award included input drawn directly from plan sponsors whose 401k programs benefit from these services.

Input included the ability to demonstrate an impact in plan participation, deferral rates, cost savings and/or service enhancements.

Our firm was also recognized in the “Most successful retirement plan advisers” edition of PLAN ADVISOR™ magazine for achieving an average plan participation rate of 80% or more. We were also acknowledged for have 10% or more of our business in Defined Benefit plans.

Acting as a fiduciary advisor, we look at your needs as a plan sponsor and combine it with our expertise to provide you with a retirement plan solution that results in the most effective qualified plan for your company.

401k Squared is part of Retirement Plan Advisory Group. RPAG is a professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients.

With billions of assets under advisement, we are part of one of the largest independent retirement plan consulting firms in America. Our plan sponsors rank within the Fortune 1000, mid-market and emerging growth companies—publicly, privately and closely held—from medical, technology and food to manufacturing, professional services, entertainment/arts and beyond.

Two hundred independent advisors—at the top of our profession—have joined forces to take advantage of our unique perspective, strategic approach and expertly crafted system for investment analysis, benchmarking, plan support and communication.

Efficient solutions driven by full accountability. That's how we protect plan sponsors from fiduciary liability, while guiding participants to reach retirement goals. Two reasons why plan sponsors consistently report positive outcomes.

Our Consultants

 

Richard L. Behr, Jr., AIF®, PRP®

Rich is a Partner with 401k Squared.  He was recently recognized as one of Denver's 2009 FIVE STAR Best in Client Satisfaction Wealth Managers, as seen in 5280 magazine as well as Coloradobiz. For over 30 years, he has helped individuals, families and entrepreneurs create and manage their assets.

Rich earned a Master’s degree in Finance with Emphasis in Securities Analysis at the University of Colorado, and has done postgraduate studies at the Wharton School of Economics. 

In addition, he has completed his CFP® designation (inactive) and has been awarded his AIF® designation. The AIF® is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. Rich also holds a PRP® designation, the industry benchmark for measuring retirement sales and service expertise, and is currently completing his QPRC® through the ASPPA organization.

Rich is a Board Member and Finance Chairman for The Rocky Mountain College of Art & Design and also serves on the finance committee of his local church. He is a member of the Economic Development Group in the South Metro Chamber of Commerce and sits on the Health Care Task Force, the Legislative Action Committee, and the Renewable Energy Task Force for the Chamber.

While originally from Pennsylvania, Rich has lived in Colorado for over 30 years. He and his wife, Linda, live in Cherry Hills and have three children, Tre, Josh, and Morgan. In his spare time, Rich enjoys fly fishing and hunting.

 

Amanda L. Arthur, AIF®, PRP® 

Amanda is a Partner with 401k Squared and brings over 13 years of industry experience to 401k Squared.  She has been the catalyst behind developing and maintaining our unique processes for plan sponsors and participants.  In addition to formulating the Client Experience protocols, Amanda also heads the Fiduciary Compliance department.  The department ensures our plans’ fiduciaries are operating in accordance with ERISA and the plan document through education, diligence and process.

Utilizing her knowledge and experience in the qualified plan arena, Amanda has written various articles related to retirement planning and fiduciary issues and has most recently been published in the Denver Business Journal.  As part of the 401k Squared team, she is a three-time nominee for PLANSPONSOR® magazine’s Retirement Plan Advisor Team of the Year award.  She is also consistently listed annually in PLANADVISOR® magazine’s “Most Successful Retirement Plan Advisors” edition and has been nominated as one of The 401kWire’s 300 Most Influential Advisors in Defined Contribution for 2010.

Amanda has been awarded the Accredited Investment Fiduciary (AIF®) designation. The AIF® is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. She also received the PRP® designation, the industry benchmark for measuring retirement sales and service expertise, and has also qualified to sit for the CFP® examination. She is currently pursuing her QPFC® credential through the ASPPA organization.  Amanda earned her degree in Financial Services and Planning from Baylor University. While at Baylor, Amanda was a letter winner on the Lady Bear Basketball and Track teams.

She has been involved with the Gold Crown Foundation, coaching the Columbine Girls Basketball Team for the past two years. She is also an active member of the South Metro Chamber, serving on the Leadership Committee for the Helping Young Professionals Excel (HYPE) group.

Amanda lives in Highlands Ranch with her husband, David.  As avid outdoor enthusiasts, they can be found year-round on the slopes, in the streams, and out in the backcountry enjoying all the activities Colorado has to offer. 

 

Grant M. Whiteside, MBA, CRPSSM

Grant brings 25 years of global financial experience as a Partner with 401k Squared after a long successful career on Wall Street.  He specialized in equities, fixed income, real estate and foreign exchange as the Managing Director in charge of Global Foreign Exchange for Lehman Brothers.  Grant also served as CEO of Aurora Loan Services where he managed a workforce of over 3000 employees. 

Given his extensive experience investing and managing risk in a variety of markets, Grant leads our Investment Analysis team in the selection and monitoring of investments inside our qualified plans.  He is a frequent speaker on financial and retirement issues and has also been published in the Denver Business Journal.  Grant earned the CHARTERED RETIREMENT PLANS SPECIALISTSM designation from the College for Financial Planning®.  He received an undergraduate degree in Economics and History from Ohio Wesleyan University and earned his MBA in Finance at Columbia University.

He serves on the Board of Trustees at Ohio Wesleyan University and is an active member of the Finance Committee and the Academic Affairs Committee.  Additionally, he is a member of the West Middle School Accountability Committee and is a member of the Mullen High School Steering Committee..

Grant coaches an under-10 Girls soccer team and lives in Cherry Hills with his wife, Marie, and their five children.

 

Our Staff

 

Heather Lindsey

Heather heads our Client Service Center for our qualified plans and supports the Marketing and Fiduciary Compliance departments. 

She has worked in multiple industries supporting Creative Directors and Executives in the Marketing and Advertising industry and most recently in the Mortgage industry. With this experience she brings a standard of professionalism, customer service and a sense of prioritization, detail and organization that is desired to serve our clientele. 

Heather was recently awarded, by her peers, a certificate for outstanding involvement with the Junior League of America.

She and her husband, Wayne, live in Littleton with their three children.

 

 

 

What Makes Us Different as Your 401k Advisor to Manage Your 401k Program

 

401k Squared is a fee-based, independent firm.

This means we do not operate on a commission basis, nor do we represent only one company and its products. Our fees are in direct correlation to the plan’s account value at the end of the quarter so our only objective is to ensure the participants are making the most money possible. It is a win-win situation for both parties.

Because we are independent advisors, we have the ability to draw on the products and services from virtually every retirement plan vendor in the market. This allows us to discover exactly what it is you need, and then go into the marketplace and find the best solution to meet that need.

While most advisors offer retirement planning as just another item in a long list of services, we are specialists that focus specifically on the qualified plan arena. Given the fact that there are so many nuances involved in offering and maintaining a plan, it makes sense to have an expert, rather than a generalist, managing your company’s retirement future.    

We look forward to seeing how we can make a difference for you.

 

Give us a call today at 303-797-1401 to schedule your 401k initial consultation!