401(k) Ideas was founded by Ron Scherer, Jr. After seeing first hand how owners and employees suffer from unfit pension plans, Ron chose to focus exclusively on 401(k) plans for small and medium sized businesses. In the past, businesses were forced to make decisions exposing them to fiduciary liability and leaving employees with poorly performing funds and no investment advice. That situation can be avoided if a plan is setup properly.
Ron Scherer has a Finance degree from Miami University and a Masters in Business Administration from Duke University. As an owner of a small business, Ron was faced with the same decision many business owners face today: What to do with his 401(k) plan to attract employees and provide them with a way to save while not exposing himself to unnecessary risk. After a great deal of due diligence, he found a provider that exceeded his expectations in each of these categories. Having completed the research on available options, 401(k) Ideas is in a position to wholesale 401(k) plans to other small and medium sized businesses through their financial advisor.
401(k) ideas is not a broker or retailer for 401(k) plans. It's a retirement wholesaler who works along side financial professionals to implement the best 401(k) solutions for their clients. If you don't currently work with a financial professional (broker, insurance agent, RIA), please let us know and we will be happy to put you in touch with a qualified professional.