Plan Sponsor (you) : Selects the team

Financial Advisor (us) : Provides education, investment selection assistance,

general 401(k) plan customer service and assistance with putting the team together

 

Record-keeper  or Plan Provider : This is where the plan assets are held and where the participants go to view their account

Administrator : Assists with the 401(k) compliance, plan design and distribution requests. Sometimes the record-keeper and administrator are the same company

W H O   A R E   T H E   P L A Y E R S   I N   A   4 0 1 (k)   P L A N ?

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

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