401k Squared Client References
We have the pleasure of working with companies in industries such as…
Medical Practices
Construction
Water Districts
Manufacturing
Accounting
Country Clubs
HVAC
Technology
Engineering
Mortgage
Architecture
Employer Benefits
Education
What our clients say about working with us*...
"I am most pleased to offer my strong and unqualified endorsements and recommendation of Rich Behr and Amanda Arthur and their 401k business."
Simply put, the 401k Squared team have been invaluable to me and my firm, and we cannot conceive of ever navigating the treacherous waters of 401k plans without them. 401k Squared originally designed and built, and now maintains and manages our highly effective retirement plan. Along the way, they've saved us significant money. Most importantly, Rich, Amanda, and the team have earned the trust and respect of our entire leadership team. Despite the myriad of legal and regulatory complexities inherent in retirement planning, our employees are able to rest easy knowing their plan is in good hands.
Our business employs a significant number of high-level, well educated professionals. As such, our plan manages a significant pool of funds, for a financially sophisticated group of beneficiaries. 401k Squared designed a plan for us with these stakeholders in mind. From hand-picked investment options, to reporting, to the abundance of high quality tools, training and support, the team has satisfied every need, and answered every question our engaged group of investors posed...quite a feat indeed!
Perhaps the greatest value we get from 401k Squared is peace of mind in the knowledge that we have the best in the business standing by our side and managing what is for many, our life savings. We cannot imagine finding a better or truer partner than 401k Squared.
Philip G. Mowry
VP and General Counsel
WellDyneRx, Inc.
"I would like to offer a letter of recommendation and reference for 401k Squared for the highly professional work they have performed for our company."
Since 2008, I have worked directly with Rich Behr and Amanda Arthur to enhance our company's 401a and 457b plans. Their services and expertise are top-notch, and we have been very pleased with the work they've done for us. As a government entity, we find we often have unique needs arise and value the proficiency with which they handle our plans.
We have been particularly impressed with the improvement in the selection and quality of our fund offering since working with 401k Squared. We also take participant education very seriously and appreciate the time Rich and Amanda have taken to meet with our employees, both in group and individual settings. The attention has led to increased awareness and appreciation by our employees for this benefit the company is providing.
I am happy to recommend 401k Squared without hesitation to any company requiring assistance with their retirement benefits.
Gary Atkin
Manager
Arapahoe Water and Wastewater Authority
"Our company has worked with 401k Squared as its fiduciary advisor since 2009. The District has been impressed with the services provided by 401k Squared which include the fund analysis and review provided to trustees coupled with one-on-one consultations and participant education."
We have seen an increased interest and participation in retirement planning by our employees since engaging 401k Squared as the fiduciary advisor.
If you need any additional information, please don't hesitate to give me a call at 303-770-8625.
Deborah Pilon
District Manager
Willows Water District
"I would like to use this as a letter of recommendation
and reference for 401k Squared for the highly professional
work they have performed for RMNA’s Profit Sharing Plan and
401k plan.
Please take
a few minutes and interview them about their
pension, profit sharing and 401k consulting
services. Your time
will not be wasted. In the recent past, our
qualified plans were challenged with a wide
variety of issues. Those issues included
compliance, poor investment management, and
a general level of employee dissatisfaction.
Over the last several years, 401k Squared
has turned our PSP and 401k into a benefit that is truly appreciated
by not only the employees, but the doctors who take the risk and
have to fund this benefit plan. Please feel free
to contact me if you have any questions at
303-788-4000."
Timothy M. Fullagar, M.D.
President
RMNA
“We have been working with the 401k Squared team and have found their service to
be conscientious and professional. I would
like to recommend that you take the time to look at the high level
of services 401k Squared provides to our company’s 401k plan.”
With regards to our dealings, Rich and Amanda have worked
with me as plan consultants for our corporate Profit/Pension plan and 401k. I
have found their character to be of high integrity, while
showing the same high standards in their business
practices.
We have been with 401k Squared for many years,
we have seen good times and bad times together, and through it all
I felt that Rich and Amanda always had our best interest in mind. They have been open and honest about their opinions but listened to our thoughts and desires with respect to how
we would like to see our business handled.
Over the years as situations change, so has our plan and 401k Squared
has always been there to react with the changes.
I do not worry about the plan and its management with their involvement. Training
is key and they have been very helpful and timely, and that is appreciated
by all participants.
Please feel free to contact me at my business
phone (303-768-8380) for any additional information about 401k Squared
and their services to our company.
Keith Giacchino
President
Plastics Design and Manufacturing
"Our firm has been very pleased with the service
that 401k Squared has provided us over the years.
401k
Squared not only designed our retirement
program, but has gone the extra mile to manage it
by giving our employees individual attention
regarding their financial goals with the 401k and the ever changing markets. I recall numerous occasions
in which Rich and Amanda have held informational meetings for our
employees at our offices with pizza and pop in toe. The personal
touch is greatly appreciated. They have earned my trust as well
as the trust of my employees. We highly recommend 401k Squared
for any retirement program needs."
Patrick W. Nook
President
PWN Architects and Planners, Inc.
The points below cover my experiences and why I would (and have and
will continue) to recommend 401k Squared to another plan sponsor.
Why I chose to do business with 401k Squared:
-
I know that 401k Squared has grown and they have clients
with much more money invested through them
than our company, yet they has never made me feel as if I was too small, or
no longer worth their attention. They have never once acted like I was
an imposition in their schedule or made me feel like I was not just
as valuable as their largest clients.
Improvements in our plan as compared to our previous provider:
-
From a company 401k plan perspective, we got the best thing ever
in that 401k Squared worked with us to craft
a plan which fit our business model and employees. They didn’t just give us a choice
of “one from column A and one from column B”. We had
been given very poor information prior to my convincing our other
officers to talk with Rich and Amanda and that one phone call sealed
the deal. Rich and Amanda worked with us to craft a plan that fit
us; they did not try to fit us into someone else’s pre-packaged
plan.
Please let Rich or Amanda know if you would like to speak to me personally.
I would be happy to take your call and expand on my experiences with
401k Squared.
Jack Dignum
Pegasus Global Holdings, Inc.
Senior Vice President,
Chief Operating Officer
*NOTE: The testimonials may not be representative of the experience
of other clients. The testimonials are no
guarantee of future performance or success.
Let us show you how we can help you and your company with it's 401k
plan, give us a call today at 303-797-1401.
