Brentwood 401(k), LLC is a registered investment adviser led by Mark Zorko, CPA, former CFO, and 401(k) Advisor. At Brentwood, our primary objective is to serve as a 401(k) plan advisor for businesses who need independent and objective support to meet their fiduciary obligations. The firm will also assist employees with 401(k) rollover planning to help invest their assets with a goal of meeting their retirement objectives and financial goals.
Brentwood has teamed with firms who will act as your ERISA Section 3(38) fiduciary.
Brentwood has offices in Chicago, IL and Raleigh, NC.
OUR SERVICES
PLAN INVESTMENT COMMITTEE COACHING
We work with the Committee to establish the annual calendar of events and meet with them 3-4 times per year to coach them through the plan oversight process.
PLANNING & EXECUTION
Brentwood brings a CFO’s perspective to integrating the 401(k) plan calendar and checklist of responsibilities with the company’s corporate calendar.
EMPLOYEE EDUCATION & COACHING
We have the tools to offer on-site, remote and self-service training to employees for retirement planning and fund selection.
401(k) DASHBOARD OF VITAL SIGNS
Board and CEO quality dashboard reporting of key financial and ERISA compliance “vital signs” quarterly.
OUR RELATIONSHIPS
Efficient Advisors was founded in 2009 to support advisors seeking to offer their clients the prudence of passive, structured investing based on academic discipline. EA aims to offer advisors a collaborative culture based on a core philosophy of integrity, honesty and open communication.
*Efficient Advisors is an ERISA Section 3(38) Fiduciary*
PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From day one PCS had a vision of complete transparency, which has allowed them to be an industry leader in the retirement plan industry.