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Cross Financial Services has changed its name to Financial Life Advisors as part of a merger and to more accurately describe who we are: A Fee Only Financial Planning Firm, Making A Difference In The Lives Of Our Clients.

401(k) Fiduciary Consulting

In today’s complex economic and legislative environment, managing a successful 401(k) Plan is becoming an even greater challenge.  Plan administrators are expected to be experts, but very few have the resources to fully understand all the moving pieces.  At Cross Financial Services, we believe the best way to alleviate this challenge is by helping plan administrators identify their fiduciary requirements and fulfill their fiduciary obligations.

We guide employers through a proven fiduciary process that encompasses ERISA requirements, as well as other issues that are essential to the success of a retirement plan.  Our dedication to qualified plan industry best practices starts with analyzing what is most important about your 401(k) Plan and then determining if those needs are being met.

Even employers with the best intentions will frequently be affected by issues that are outside of their control.  With over 30 years of experience in consulting with 401(k) Plans, Cross Financial Services knows how to help employers understand and navigate through complex issues, so that in difficult times, achieving success isn’t.