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 THE HFM RETIREMENT EXPERIENCE

We take the time to understand your goals and are not afraid to dedicate the time, energy and resources needed to exceed your expectations.

What you don’t know can hurt you.

Don’t let unknown 401(k) plan risks jeopardize your business.

There are number of risks that lie right beneath the surface that can threaten your business. We are dedicated to helping clients identify and safeguard against these unknowns. Our goal is to protect employers and help employees on their path toward retirement.


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Are you susceptible to retirement plan risks lurking right below the surface?

Managing your company’s retirement plan does not have to be scary.

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As your retirement partner, we take extra time with each client to identify and defend against plan risks, educate your employees, implement custom strategies and advocate on your behalf.



PROTECTING PLAN SPONSORS


We are fiduciaries first, meaning we do what is best for you and your plan every time.

As your dedicated 401(k) advisor and co-fiduciary, we help you implement a strong process for managing a compliant plan.

  • Plan Design Consulting
  • Develop Investment Policy Statement (IPS)
  • Documenting Plan Actions
  • Investment Report Cards
  • Regular Benchmarking
  • Fiduciary Education


EMPLOYEE EDUCATION


We provide financial education that helps your employees feel more confident about their finances.

Our goal is to empower your employees to save and better prepare for their future.

  • One-On-One Meetings
  • Investment Risk Scores
  • Portfolio Evaluations
  • Monthly Educational Emails


SOLIDIFY A STRONG INVESTMENT LINEUP


We help you build an investment strategy that fits your unique objectives. Our process helps guide investment decisions and strives to protect plan sponsors. We select a diverse, cost-effective and competitive list of investments and regularly review the lineup.

  • Open Architecture Allows for Transparent Pricing
  • Provide Investment Advice and Education
  • Create Participant Risk-Based Model Portfolio
  • Evaluate Target Date Funds


UNIFYING THE SERVICE TEAM


We are your go-to for all things retirement.

Your plan relies on the support of multiple service providers to run smoothly. But if there is no leader, a service team is bound to fail, that’s where we come in.

  • Single Point of Contact
  • Coordinate Communication
  • Organize Meetings & Reviews
  • Set Accountability Standards

Meet Your Dedicated Retirement Team

When you work with us you get a dedicated retirement plan specialist, not an 800 number. We are your go-to for any and all plan questions. We quarterback your plan so that you don’t have to remember which service provider does what or get passed around between your recordkeeper, third party administrator (TPA) and payroll provider.

Michael Palozzi headshot

Michael P. Pallozzi

President

Caitlin Ege headshot

Caitlin Ege

Retirement Plan Relationship ManageR

Tyler Reedman headshot

Tyler Reedman

Associate Advisor


At HFM Advisors, we offer a 360° perspective for your financial journey, meet the whole team.

The laws that govern your retirement plan are complex, but managing 401(k) your plan doesn’t have to be. 


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Let’s Talk

We offer a complimentary inquiry call to discuss how we may help you reach your goals. 

LET'S TALK

Is HFM the financial advisor on your 401(k) plan?

Whether you have questions about your plan or need help enrolling in your company sponsored 401(k) plan, we can help. Please click the link below to schedule a 15-minute call with our Retirement Plan Team to get your questions answered.

Get Your Questions Answered