WHO WE ARE
Prosperity 401(k) Advisors provides investment and retirement plan advisory services to corporations and nonprofit organizations.
We're a group of Fiduciary Retirement Advisors on a mission to help you run the best possible retirement plan.
Whether you need a plan review or a new plan design, our comprehensive approach is designed to simplify your complex responsibilities. We'll align your retirement program objectives with your employees’ retirement savings needs.
As your Fiduciary Retirement Advisor, we take an objective and proactive approach to help your company and employees thrive financially. After all, you want to know for sure that you’re making the right decisions with your 401(k)—and you shouldn’t have to do it alone!
We've assembled a stellar team of Retirement Advisors with decades of experience in analyzing securities, managing investment portfolios, and developing investment strategies.
With Prosperity on your team, you'll be able to:
And because we believe that each participant deserves a fair chance to enjoy a comfortable retirement, we always provide financial wellness education.
A Comprehensive Approach to
Retirement Plan Management
Streamline the administrative work and eliminate your personal liability. We’ll handle notices, eligibility, and keep everything up to date.
We educate and onboard your employees with engaging brochures and emails in plain language that everyone can understand.
Prosperity 401(k) Advisors delivers comprehensive plan services—from the design phase through employees’ post-retirement lives.
Our proactive approach prepares you to make the best decisions.
Funds that fit the ultimate objectives of plan participants.
Establish and operate an effective governance committee.
Day-to-Day Plan Administration
Easily manage participant requests.
Annual Plan Compliance
Maintain regulatory compliance. Avoid expensive fees & penalties.
Education & Advisory Services
Fiduciary guidance on how to save, invest, and retire.
Contact us today for a
Get started with Prosperity.
Lower fees, less hassle, and more saving—you and your employees will love it.