Our Services

Employee Engagement

We make 401(k) simple and relevant to your employees. Our services include:
  • Employee Enrollment
  • Employee Education

Consulting Services

Our consulting services focus on making life easy for you, the plan sponsor. Services include:
  • Service Provider Liaison
  • Education Services to Plan Committee
  • Plan Search Support/Vendor Analysis
  • Benchmarking Services
  • Assistance Identifying Plan Fees
 

Fiduciary Services

We provide services as a 3(38) Discretionary Investment Manager. This affords plan sponsors the greatest degree of fiduciary protection available. Services include:
  • Investment Policy Statement
  • Discretionary Investment Changes
  • Ongoing Investment Monitoring
  • Qualified Default Investment Alternative Assistance
  • Performance Reports
Schedule a Consultation
Contact Us

Our Employees

Gloria Lorio

Office Manager

Sid Lorio

Principal

Steven Lorio

Principal

Steven Lorio is the founder of Rethin(k) 401(k), an Accredited Investment Fiduciary™ Designee, a CERTIFIED FINANCIAL PLANNER™ Practitioner, and a generally swell guy.

By The Numbers

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Founded
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Accredited Investment Fiduciary™ Designees
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CERTIFIED FINANCIAL PLANNER™ Practitioners
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Copyrights

Prudent Practices

ERISA’s fiduciary duties are among the highest duties known to law, and are more exacting than the duties imposed upon common law trustees.
Donovan v. Bierwirth, 680 F.2d 263, 272 n.8 (2d Cir.)