About Us
Abernathy Daley 401k Consultants was built from The Abernathy Group Family Office, a firm dedicated to protecting the wealth of high net-worth families. Through the companies our clients and investors own, we discovered how widespread excessive fees are in the corporate retirement plan industry. This is a problem we felt we could solve.
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We began our mission to make sure businesses and their employees are paying the lowest possible rate every year - so people can retire successfully.
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We decided the hopes, dreams, and future wellbeing of employees must come first. This is the core mission of all our collaborations.
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Every company is different in its own way, which is why we seek to understand your goals and desires first.
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We will tailor your 401k plan to your company’s criteria with costs typically 20-50% less than all available alternatives.
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*Abernathy Daley 401k Consultants is an affiliate of the Abernathy Group II, a registered investment advisor, and does not offer investment advice.
Who We Are
1. We are all business owners at Abernathy Daley 401k Consultants. We know how each important decision affects your business and your employees. We are not interested in wasting your time or our own.
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2. Our objectives are to:
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Make certain your company and its people are getting the best pricing and service every year so that employees' financial futures are protected and secure.
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Ensure that every employee at your company maximizes the benefits of the plan to meet their desires and needs.
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Decrease the burden on your HR department’s resources while improving the outcomes for your employees.
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3. Our promise: If we can not serve you and the employees of your firm better than anyone else, we will help you find whoever can. We are consistently able to meet these goals by maintaining the rigorous standards outlined below:
Our Advantages
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We will do everything we can to ensure the following:
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Your cost structure will be less than your current offering.
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We use only nationally recognized custodians in the U.S. to hold 401k assets.
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We will customize your investment offerings to support both active investors and passive investors with the highest returning funds at the lowest price.
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We will relieve the pressure on your HR department by working with the tax and legal departments to ensure your plan is always on top of all necessary documentation. Saving your team as much as 150 hours per year.
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We will provide an investment selection framework that consists of the highest performing funds, with the lowest cost of offering. All of the funds offer diversification, the ability for plan participants to invest in sector-specific allocations, and the lowest cost target-date funds available anywhere for those investors who just want to set their investment allocations and have them work for the plan participants.
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We will benchmark your plan free of charge every year, allowing you to compare your fund with other funds of similar size. This will provide you with a documented benefit when recruiting key employees.
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We will document meetings with the HR department and with the employees so HR doesn’t have to. We will work with your accounting firm to ensure all regulatory demands are met each year.
*Abernathy Daley 401k Consultants is an affiliate of the Abernathy Group II, a registered investment advisor, and does not offer investment advice.
Contact
If you think we may be a fit for your company or are interested in learning more about how we can potentially help, please contact Matt Daley directly.
P: 212-293-3450