Participant and Sponsor Support…

A good experience for plan sponsors and participants requires the objective engagement of a qualified financial advisor.

Appleton Group 401(k) has you covered, with highly qualified advisors ready to serve both sponsor and participant needs.

Values of integrity and objectivity are the hallmarks of the advisors of Appleton Group 401(k). With a wide variety of backgrounds and professional certifications, each advisor is uniquely qualified to give your plan the attention it deserves. Each advisor must be properly licensed and must agree to serve as a fiduciary to your plan, ensuring investment advice and guidance that is always in your participants’ best interest.