401(k) By Design

By Artifex Financial Group

BRINGING THE FUTURE OF 401K DESIGN TO YOU TODAY

 

step two - sign our non

disclosure agreement

Schedule a 15 minute discussion with our

Director of Institutional Consulting - Darren

Harp.  With over 15 years of experience,    

he'll help you determine the best course of

action for your firm

Step six - implement


Our team will meet with you to review our report and recommend next steps for consideration.  From that point forward, we'll take care of the heavy lifting...you'll see that it's good to have an experienced team of fiduciary advisors on your side.


Step three - prepare 


We've streamlined the process to prepare

for our first in-person meeting (or teleconference).  The following documents will give us a jump start on your plan review:


401(k) By Design and Artifex Financial Group value the confidentiality of your information.  Let's get it in writing.

step five - relax


We'll review your information and prepare a

report and recommendations.


Now may be a good time to review our 

Form ADV II, if you haven't already.


You can access it here:


 





Step one - schedule a

brief discussion

step four - schedule a

review meeting.


Your place or ours, or via teleconference. Your preference.


a simple process to create a best-in-class 401(k) plan