Wealth Creation & Preservation provides 401k asset management services to plan sponsors and plan participants of small to mid-sized businesses.

Our risk managed portfolios are constructed using low cost Exchange Traded Funds (ETFs) and custom designed for each participant's particular requirements using the same stategies as we employ for our clients' taxable accounts.

This is an investment alternative beyond the more traditional mutual fund approach that promotes transparency and addresses excessive investment costs found in most 401k plans. You no longer have to pay high fees for poor performing mutual funds. 

Isn’t it time that you and your plan’s participants have access to custom designed institutional quality portfolios for their 401k plan?  

When it comes to 401(k) plan fees, research shows that participants in smaller plans often pay much more than they should – as much as 1% - 4% over and above what industry experts believe is reasonable. To make matters worse, the impact those excessive fees have on participants’ 401(k) balances over time can be devastating.