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Fact: In 2004, only 1 in 6 employees with 401(k) plans made an
attempt to rebalance or reallocate their 401(k) portfolio.

83% of employees never made a change!*

Guide Employees

Is Your 401(k) Account Managed?

Although this question may seem obvious, sadly enough, unless you are managing the account, the individual portfolio is not managed. Yes, the funds inside the 401(k) have a fund manager, but no one is managing your individual account. When an employee originally enrolls in a 401(k) plan, the salesman makes sure that you select any number of these funds to invest in. It is your responsibility to make reallocation changes based on the market changes—the salesman doesn’t, and without proper licensing cannot, do this for you. If you are not managing your account, who will?

How Can the Financial Enhancement Group, LLC Help?

Our team takes a close look at your existing 401(k) account. We then use a variety of resources to check your current portfolio versus your available options for proper diversification, and to help prevent overlapping of investments. In addition, we break down each fund based on relative strength, market capitalization, and asset class in order to manage your entire portfolio. The assets in your portfolio are then placed into our proprietary Funnel Solution System™ to help ensure that your portfolio matches your stated objectives. The team at the Financial Enhancement Group have the education, experience, and the ability to make changes to your 401(k) so you won’t have to. You will receive quarterly statements not only from your current 401(k) plan, but also from the Financial Enhancement Group, LLC.

401K Rollovers

As Investment Advisor Representatives, we are here to help you with not only managing your 401K, but also to help with all aspects of your retirement, including rolling your investment into an IRA. There are many reasons why you don’t want to leave your money inside of a qualified plan after you retire or separate from service, and the experienced representatives at the Financial Enhancement Group can help you with any questions.

* (Source: Hewitt Associates LLC)
 

 
 
 
   

The Financial Enhancement Group……When it has to last.

Registered Representative offering securities through World Equity Group, Inc. Member FINRA/SIPC.
Registered Investment Advisory Representative offering securities through World Equity Group, Inc.

The Financial Enhancement Group currently serves clients in California, Arizona, Colorado, District of Columbia,
Florida, Georgia,Illinois, Indiana, Kentucky,Maryland, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey,
New York, Ohio, Tennessee, Texas, Utah and Wisconsin.

  
       
   

429 East 14th Street • Anderson, Indiana • 46016 • Tel. 765.640.1524 • Fax. 765.640.1561
P.O. Box 970 • 415 Columbia Street, Suite 2000 • Lafayette, Indiana • 47902 • Tel. 765.428.5040 • Fax. 765.428.5700
311 East Drexel Parkway • Rensselaer, Indiana • 47978 • Tel. 219.866.5196 • Fax. 219.866.5835
301 South Adams • Marion, Indiana • 46952 • Tel. 765.668.3208 • Fax. 765.662.8340
 

Disclaimer:
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Financial Enhancement Group LLC and any of its employees acting as an agent, may only transact business in a particular state if first registered, excluded, or exempted from registration requirements whether individually or as a firm. In addition, follow up conversations or meetings with individuals in a particular state by Financial Enhancement Group LLC or its employees acting as agent, to effect transactions in securities, investment planning, or other personal investment advice will not be made without first becoming registered, excluded, or exempted from registration requirements either individually or as a firm.