Qualified Retirement Plans


Disciplined Investments provides customized consulting for 401(k) and other qualified retirement plan sponsors and participants. In support of an employer’s fiduciary capacity, we can provide assistance in researching and selecting a retirement plan provider. We also offer education and advice on an existing retirement plan to the employees/participants through various formats:

1. Group seminars to educate and encourage employee participation
2. Individual consultations for customized advice
3. Model portfolios and literature to guide participant investments

Fees are negotiable and may be charged hourly or as a fixed fee depending upon the arrangement. To maintain objectivity, we never generate remuneration from the sale of any products.

 

Hogan & Slovacek • A Professional Corporation • Certified Public Accountants
Tulsa • Oklahoma City • An independent Member of the BDO Seidman Alliance