401K Rollover

Samuel Rad and his team specialize in company 401k consulting and 401k rollover services to Fortune 500 companies and businesses of all sizes in southern California, including Los Angeles and the surrounding areas. Samuel has consulted with the top five motion picture companies on 401k matters, including Paramount and Sony. He and his team have gained notoriety in the financial services industry in southern California through financial & retirement classes, seminars and radio shows.


401k Consulting

As the job market continues to be competitive, it’s important for employers to evaluate their benefit packages in order to attract and retain top level employees. A 401k plan helps employees save for retirement and can be a valuable asset in a benefit package. Samuel Rad and his team consults with companies on their current 401k plan to make sure that it’s a good fit for both the employer and the employee. Samuel and his team also assist businesses large and small with getting 401k plans off the ground. Whatever your company’s 401k needs are, give Samuel and his team a call for superior and experienced service.


401k Rollovers

Samuel Rad and his dedicated team of professionals have assisted everyone ranging from top level executives to mom and pop small businesses with their 401k rollover needs. A 401k rollover is when funds from one retirement account – in this case a 401k, are transferred into another retirement account, such as an IRA. How the transfer of funds occur is very important and needs to be done with care so that the transfer is not counted as a distribution, which may result in early withdrawal penalties depending on a person’s specific situation. Samuel and his staff will work with you to determine how to proceed with your 401k rollover.

For more information on 401k consulting or 401k rollover services in Los Angeles, California and other communities throughout Southern California, give Samuel and his staff a call at 310-285-0269 or fill out the contact form.

The Cost of Being Average With Your 401(K)