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We work with small businesses and non-profits ($2-20 mln in plan assets) who want to access cutting edge plans that provide low-cost, high quality mutual fund investments. We’re partnered with 3(38) Fiduciaries to provide these excellent plans to plan sponsors who seek a better solution for their plan participant employees.
Eve currently has a growing roster of small business clients who are migrating away from expensive insurance or broker-led 401k plans toward a better type of 401k and 403b plan that:
-lowers costs
-increases transparency
-lowers liability &
-improves prospective potential investment rates of return!
About Eve Kaplan: Eve Kaplan, Certified Financial Planner™ Practitioner, is founder and CEO of Kaplan Financial Advisors, LLC. Eve launched Kaplan Financial Advisors, LLC in 2004 after a successful financial career spanning New York, Singapore, Rotterdam and Tokyo.
Eve realized the average small business and non-profit is "held hostage" by poorly managed, expensive 401k and 403b plans. There are now clear alternatives to this old, unappealing model: working with a 3(38) Fiduciary partnered with a Registered Investment Advisor --Kaplan Financial Advisors.
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