Masso Torrence Wealth Management | 401k Plan Consulting
270 N. Elmwood Rd,
Suite H-160
Marlton, NJ 08053
Phone: 856-988-6664
Phone (Toll Free): 856-988-6664
We follow a proven, documented process to review investment offerings aimed at enhancing investment outcomes.
Establish guidelines for making investment decisions.
Evaluate the investment portfolio and recommend a balanced lineup that can offer broad diversification across asset classes.
Conduct periodic investment reviews to check that performance and expenses remain consistent with plan objectives and in accordance with the investment policy statement; deliver written report.
Compare the plan to industry averages to identify areas for enhancement.