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Celebrating a Decade as a Dedicated 401(k) Advisor: Top Ten Pitfalls to Watch Out For

As I mark my 10th anniversary as a focused 401(k) Advisor and Consultant, I’m reflecting on the numerous challenges and opportunities that have defined my journey. Over the years, I’ve learned that while each plan is unique, there are several major pitfalls that can significantly impact the success of a retirement plan and its participants. Here are my personal “Top Ten Pitfalls to Watch Out for When Managing a 401(k)” or other Group Retirement Plan:

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Understanding Investment Risk & Volatility

An educational introductory video for 401k participants and Arcwood clients on investment risk. This information is for educational purposes only. It should not be considered investment advice.

Brandon T. Oliver is a Managing Partner of Arcwood Financial LLC. a Registered Investment Advisor Firm, and an Arcwood Consulting firm. Brandon is an Investment Adviser Representative and currently holds his life and health licenses as well as the Certified Financial Planner (CFP®) designation. Brandon started working in the securities industry in 2005. Soon after developing his skills in the financial services arena Brandon lead the Orphaned Client Division at a regional broker dealer where he assisted clients across the country who no longer had representatives. From there he also began assisting in the recruitment and branch development of new advisors for the same broker dealer. At Arcwood Financial LLC, Brandon is a specialist on plan investment menu design, managed portfolios and the monitoring of the designated investment options, plan providers, participant education and committee governance. When not working, Brandon enjoys spending time with his wife Summer and son’s Hayden and Remy. They live in North Central Phoenix, Az.

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Understanding ROTH 401k Contributions

A short introductory video for 401k participants and Arcwood clients on the Time Value of Money.

Brandon T. Oliver is a Managing Partner of Arcwood Financial LLC. a Registered Investment Advisor Firm, and an Arcwood Consulting firm. Brandon is an Investment Adviser Representative and currently holds his life and health licenses as well as the Certified Financial Planner (CFP®) designation. Brandon started working in the securities industry in 2005. Soon after developing his skills in the financial services arena Brandon lead the Orphaned Client Division at a regional broker dealer where he assisted clients across the country who no longer had representatives. From there he also began assisting in the recruitment and branch development of new advisors for the same broker dealer. At Arcwood Financial LLC, Brandon is a specialist on plan investment menu design, managed portfolios and the monitoring of the designated investment options, plan providers, participant education and committee governance. When not working, Brandon enjoys spending time with his wife Summer and son’s Hayden and Remy. They live in North Central Phoenix, Az.

Have Questions?

Let us know

Have Questions?

Let us know
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