There is no other 401(k) Educational Service like this available on the market!
The Investment Compass is totally dedicated to helping individual participants in a company’s 401(k) plan gain the skills they need to enhance their performance in their plan.
Each company’s 401(K) plan is unique. Each participant’s portfolio is unique.
This service may be purchased by an individual participant or by the corporation for all employees.
The Investment Compass will “tailor-make” an educational presentation on each investment option of their plan. This presentation is void of bias. Our only goal is to be sure each participant learns understands the impact of the “best kept secret” on their 401(k) investment options.
Please call 406-407-0608 for a free consultation and learn the benefits of this amazing 401(k) Educational Service.