Find Your Advisor

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We’ll help you start the 401(k) plan your business offers to employees or help you change providers.

Whether you need to set up a new 401(k) plan or have an active plan in place for your employees and are interested in changing providers, we are here to assist in that process.  There are many common misconceptions about setting up retirement plans. Is this the perfect direction for your needs?  Several of our Financial Advisors and Advisory Teams are focused on working with companies in your exact position.


Explore and Compare Options

Have you explored and compared ALL the options available for you as an employer? There are additional options that may be more cost effective and more easily managed to your overall objectives other than a 401(k)!

Level of Employee Participation

Are you clear on what the level of participation is going to look like? And how will you be investing in the plan from the company’s perspective?

Is your business family owned?

If your business is family-owned, you may have additional options for 401(k) plans available to you that other businesses will not!

Have an Allen & Company financial advisor guide you through your business 401k needs.

I’d like to talk to a financial advisor who’s experienced in 401(k) plans for businesses.

At Allen & Company, we’ve been serving our clients with dignity and integrity since 1932. It’s our mission to make a profound and positive difference in your life and the communities we serve. Put our experience to work and let us help you and your employees succeed.

I’d like to meet an Allen & Company advisor.


Call or contact the Allen & Company branch office nearest you to schedule your appointment: