In an effort to provide more independence, flexibility, and advice offerings, many employers provide the SDBA option within their 401(k), 403(b), or 457 plans. Please contact us if you are interested in determining if your client’s plan qualifies for the PathFinder SDBA platform. Our job is to do the research and get back to you within one business day.
If you would like to connect by phone, call us at 201-447-3400 or email us at PlanCheck@advisorscenter.com. Please do not send any client sensitive information.