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Maximize your 401K with All Star’s Qualified Plan Advisory Program

For the majority of people, almost 60% of the assets they will use to fund their retirement come from their group retirement plans.  Our client’s situations are very similar, so in addition to investing your non-qualified assets at All Star Financial we believe you need to make these assets as efficient as possible. As a result, All Star Financial has created a Qualified Plan Advisory Program to make sure our clients are getting the most out of their company’s retirement plan. A recent study by Blackrock shows that individuals who managed their own investment assets over the last 20 years (1992-2011) returned on average 3-4% less annually than what they would have returned had that same money been managed by a professional. Our Qualified Plan Advisory Program will help you manage your qualified plan more efficiently to get the most out of every dollar you invest.  We believe that our new program will greatly improve our client’s investment returns by taking a more proactive approach to managing their qualified plans. Once you have signed a contract to use this program, the process becomes quite simple. One of our account executives, Andy Peters, will log on to your retirement plan’s website and we as a team analyze your current investment selections. We will make the necessary changes so that your portfolio matches one of the investment models we have at All Star Financial. Andy will continue to monitor and make changes to your portfolio on a quarterly basis. If a change is made to your portfolio, he will notify you of these via email. To do this, All Star Financial will charge a small fee, which can be paid directly from one of your accounts held at All Star Financial.

Andy Peters began working for All Star Financial in October of this past year.  Before coming to All Star Financial, Andy spent the last 4 years working for a small financial planning firm and managed his own book of business.  He was a 2006 graduate from the University of Minnesota-Twin Cities.  One of Andy’s major duties at All Star Financial will be managing our Qualified Plan Advisory Program.  Rest assured that all decisions will be made by our investment committee just like all other assets you have with us.

Please give us a call ASAP to discuss this new program. We currently have over 40 client 401K accounts that we are managing and all of them have been more than happy with our efficiency and reallocation benefits! We hope to hear from you soon and look forward to taking the next steps.

Have a great day!

The All Star Team

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