817-882-8221 info@LHFATX.com

Sponsored by Lighthouse Financial Advisors TX

The 401k Navigator

Helping you navigate the sea of ERISA compliance. ERISA states you must act as a prudent expert and if you can’t, you should rely on one.

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Services

Turn Key Retirement Solutions

Plan Design and Consulting

VENDOR MANAGEMENT AND CONTRACT NEGOTIATION

FIDUCIARY PLAN ADMINISTRATION

FIDUCIARY FUND SELECTION AND MONITORING

What is the significance of being a fiduciary?

Fiduciaries are subject to standards of conduct and have important responsibilities that include:

  • Carrying out their duties prudently
  • Following the plan documents (unless inconsistent with ERISA)
  • Diversifying plan investments
  • Paying only reasonable plan expenses

Learn more about all of the services offered by Lighthouse Financial Advisors TX by visiting their website.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Contact Us

1751 River Run Road, Suite 200
Fort Worth, TX 76107

2111  E. Bridge Street
Granbury, TX 76048

Phone: 817-882-8221
Fax: 817-882-8249

Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. Advisory Services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor. Lighthouse Financial Advisors and Cambridge are not Affiliated.

Registered to conduct securities business in these States: CA, TX, HI.

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The 401k Navigator