401(k) Advisory & Fiduciary Services in NY, NJ and PA

Consider us an extension of your H.R. department , we provide comprehensive 401(k) Advisory & Fiduciary Services in NY, NJ and PA

The Patterson Smith Associates, LLC Advantage

Our primary goal is to help you manage risks, ensure that your plan delivers optimum investment options and services, and improve employee retirement readiness.

Seek to Maximize Your Fiduciary Protection
We acknowledge a written fiduciary status.

Enhance Investment Opportunities
We recommend an investment lineup that aligns with plan objectives.

Manage Plan Costs
We evaluate and monitor provider fees and services for reasonableness.

Designed to Optimize Plan Efficiency and Ensure Compliance
We focus on operational aspects, including plan eligibility, contribution modeling, and compliance.

Improved Retirement Readiness
We create a customized employee education program and offer individualized investment advice.

Our Services…

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