OUR SERVICES

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

Employee Enrollment
Employee Education

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

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

SUCCESS BEGINS WITH A PLAN

OUR EMPLOYEES

STEVEN LORIO

Principal

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

An avid gamer, he lives in Bedford, Texas with his wife, Jo, and their 2 cats.

SID LORIO

Principal

Sid Lorio is the founder of Lorio Wealth Management, an Accredited Investment Fiduciary™ Designee, and a CERTIFIED FINANCIAL PLANNER™ Practitioner.

An avid boater and decade long Mavs fan, Sid lives in Southlake, Texas with is wife, Gloria.

DAVID LORIO

Principal

David Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Chartered Retirement Plan Specialist™.

An avid gamer, he lives in Austin, Texas.

GLORIA LORIO

Principal

Gloria Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

An avid boater and decade long Mavs fan, Gloria lives in Southlake, Texas with her husband, Sid.

BY THE NUMBERS

Founded In

Accredited Investment Fiduciary™ Designees

CERTIFIED FINANCIAL PLANNER™ Practitioners

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.)