Boynton Beach, FL Office
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401k Generation
Team
Firm-wide stats for 401k Generation
About
401k Generation provides retirement plan consulting to plan sponsors and fiduciaries as well as individual investment advisory and managed account services. The firm advises a range of clients including individuals, trusts, and business-sponsored retirement plans and delivers both discretionary and non‑discretionary portfolio management.
Investment decisions are governed by an internal Investment Policy Committee and model portfolios (Growth, Moderate, Income) that rely on quantitative grading—using performance returns, financial ratios, quartile rankings and ratings—to select mutual funds and ETFs. The firm may recommend third‑party money managers, conducts ongoing due diligence, and distributes market commentary and model updates to clients.
Compared with many peers, 401k Generation discloses and advertises both historical performance results and hypothetical performance scenarios in its materials, and it operates a substantial retirement-plan practice—providing ERISA 3(16), 3(21) and 3(38) services to roughly 9,815 plans holding over $811 million in plan assets. It also handles a broad set of operational plan services (participant notifications, distribution processing, QDRO handling) alongside its individual advisory business.
Based on 401k Generation
Expertise
Based on 401k Generation
Location
Boynton Beach FL
Advisors at this office
1
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