Most employees are starving for independent third party 401k advice.
The best things in life are tax free….. Including your retirement.
Rolling orphaned 401k accounts into IRA’s keep them safe and growing.
Auntie IRMAA is Uncle Sam’s wife and she has new plans for your Traditional 401k.
Business owners can reduce their legal exposure and fiduciary obligations.
A massive shift in 401k management is now underway nationwide.
Actively managed 401k plans have the potential to attract and keep top talent.
When employees have confidence in their retirement savings plan they are less stressed.
Meet Our 401k Money Managers
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Tampa Bay Advisory, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.