ESP management

We say "401k" because that name is the most familiar name of an employer-sponsored plan (ESP), although we help our clients manage a whole array of ESPs. Even if your ESP is not exactly a 401k we may be able to help you manage it.

If you are like most baby boomers, the majority of your investable assets are tied up in your 401k. In the past this may have prevented you from hiring professional help to manage those assets. However, Goodwin Investment Advisory offers a unique service to help you decide which investment options are the best ones for you.

ESP brokerage links

It is also becoming increasingly popular for employers to offer a brokerage link inside their employer-sponsored plan. This allows the employee to invest in investments that are outside the limited selection in their plan. If you’re unsure if you have access to this option please check with your 401k department. If you do have the option, it’s a great way to access investments that can help diversify the selections in the plan. Please contact us if you’d like to learn more about hiring a GIA advisor to help you manage your brokerage link.