When was the last time you took a fresh look at your company’s 401(k) plan?

Get instant access to this free recorded webinar and learn the questions that can help you better evaluate your company’s 401(k) plan—at your own pace, whenever it’s convenient for you.

Free recorded webinar • 30 min

Get Instant Access to the Webinar

Enter your first name and email and we will send your webinar access within a minute.

Trusted

Fee-only • Fiduciary • Family-owned since 2008

We respect your inbox. You’ll receive instant access to the webinar hosted by Jeremy Torgerson, and you can unsubscribe from future emails at any time.

How Would You Answer These Five Questions?

Many investors contribute consistently but never review whether their retirement strategy is still aligned with their long-term goals.

1. Is my current 401(k) plan still the best fit for my business and employees?

Your business evolves over time—your retirement plan should evolve with it.

2. Do I understand the fees associated with my 401(k) plan?

Knowing what your plan costs can help you evaluate whether you’re receiving appropriate value for those expenses.

3. Would I be able to confidently explain why our current 401(k) plan is the right choice for our business?

Understanding the reasoning behind your current plan can help ensure it continues to meet the needs of both your business and your employees.

4. When was the last time my 401(k) plan was independently reviewed?

A fresh perspective can help identify opportunities to improve your plan and confirm it continues to align with your business goals.

5. Am I meeting my fiduciary responsibilities as a plan sponsor?

Understanding your responsibilities can help you make informed decisions and support good plan governance.

About the speaker

Jeremy Torgerson RFP®, MRFC

CEO & Co-Founder, nVest Advisors — financial & career guidance since 2008

Jeremy Torgerson is the Founder and CEO of nVest Advisors, where he has spent more than two decades helping professionals, educators, and business owners make informed financial decisions.

As an experienced financial advisor, Jeremy is passionate about helping individuals and organizations better understand their retirement plans, ask the right questions, and make decisions with greater confidence.

Through this recorded webinar, Jeremy shares the same educational approach that has helped clients navigate important retirement planning decisions for years.

Jeremy Torgerson Senior Financial Advisor

What You’ll Learn

  • How to evaluate your current 401(k) strategy

  • Common mistakes investors make

  • Ways to review portfolio allocations

  • The impact of fees over time

  • How risk changes throughout your career

  • Practical steps for better retirement outcomes

What Clients Are Saying About nVest Advisors….

Jeremy Torgerson is excellent. He adjusts the portfolio to meet your needs and goals as needed. He is always will to meet you in person if you desire to do so.

Lyla S.

Excellent! advisor really cares about you as a person.

Jamie P.

Great financial advisor who always goes the extra mile. He takes his responsibility very seriously and is proactive to protect our money!

Suzie K.

nVest Advisors is very easy to work with, and saved my ailing retirement savings! They provide very prompt answers and sound advice!

Randy T.

As a young professional just starting my savings and career Jeremy has been a wonderful mentor and advisor. He truly cares for his clients and I trust him and his advice. From holiday cards to zoom conversation about my financial goals for the future Jeremy and his work is truly appreciated and valued. I am excited to be his client for many more years to come!

Kristin G.
These testimonials are representative samples of live Google and Facebook reviews who are known to be real clients. No one providing a testimonial, review, rating, like/follow, share, or any other public/social comment about nVest Advisors, LLC, our team members, or our published content, has been compensated. All testimonials are provided voluntarily and without our input.
Why nVest Advisors

nVest Advisors • Fee-only fiduciary advisors © nVest Advisors 2008–2026

Read More:

Our Story

401(k) Fiduciary Services

Our Investment Philosophy

Media Mentions