Paul Fokken explains how individual employees can get help optimizing their own 401(k/403(b)/457/TSP plan by having their account rebalanced every 90 days by a licensed independent investment trustee.
Listen to the interview on the Business Innovators Radio Network:
Interview with Paul Fokken-Maneuvering 401(k) Plans to Optimize Retirement
Questions covered in this interview include:
- What is Personalized Professional Account Management (PPAM)?
- Explain what’s buzzing about managed 401(k) accounts today.
- Why do we believe PPAM is the highest level of advice employees can receive?
- How can the 401(k) maneuver help employees strengthen or optimize their existing 401(k) plan?
- Can any employee with a 401(k) enroll in 401(k) Maneuver?
- Can getting help with 401(k) really make a difference?
Paul explained that, “Our goal is to increase your account performance over time, while managing downside risk to minimize losses and reduce your fees that hurt account performance.”
Once enrolled as a member of our 401(k) Maneuver Nation, your account will be professionally managed for you based on your personal risk tolerance, current market conditions and the menu of investment choices made available. by your employer.
401(k) Maneuver is not a robo-advisor. Your retirement account is managed by a licensed independent trustee who is bound to put the interests of every employee first! First of all, before any brokerage firm, investment provider and company providing investment representatives.
Video link: https://www.youtube.com/embed/19gEXx2k9ik
About Paul Fokken
Paul Fokken helps employees and employers with a 401(k) by offering every employee the opportunity to PMAP by enrolling in 401(k) Maneuver. It also helps companies delegate virtually all of their business and personal 401(k) plan risks to other third parties and helps reduce plan liabilities.
Find out more: https://www.fokkenfinancial.com
Representative investment adviser and advisory services offered by Royal Fund Management, LLC, an SEC-registered adviser. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions can significantly affect the performance of your portfolio. Different types of investments involve varying degrees of risk, and there is no guarantee that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There can be no assurance that a client’s portfolio will match or exceed any particular benchmark.
Company Name: Marketing Huddle, LLC
Contact person: Mike Saunders, MBA
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Country: United States