401k Generation

401K Generation, Inc. is a registered investment adviser established in June 2010, offering retirement plan consulting services and individual managed accounts. The firm provides tailored retirement plan consulting services to plan sponsors and offers individual managed account and investment advisory services to individuals, businesses, and trust account clients. Clients have the option to restrict the range of investments in their portfolios. The firm manages approximately $50.6 million in non-discretionary client assets and $122.2 million in discretionary client assets. Additionally, they provide 3(21) pension consulting services to around 3939 plans with approximately $663.7 million in plan assets. Investment management can be provided on a discretionary or non-discretionary basis, with a focus on equities, fixed income, mutual funds, and ETFs. Fees for retirement and pension consulting services are negotiable and based on the market value of plan assets or a flat fee. Individual managed account fees are asset-based and disclosed in a written contract. The firm does not charge performance fees and serves various types of clients, including individuals, pensions, profit-sharing plans, trusts, and corporations. Clients receive periodic account reviews and reports directly from custodians. 401K Generation does not have custody of client funds and utilizes independent custodians to safeguard client assets.