Creating and designing the perfect retirement plan is difficult. Building a program that attracts motivated, high-performing, loyal employees is hard. A plan that meets all legal and regulatory requirements, while being tailored to you and your business’ unique position is even more challenging. Like people, no two plans are the same. You deserve a customized solution, constructed to fit your own and the company’s goals, not a one-size-fits-all program. A plan that is exclusively designed for your situation.
Finding the solution that works best requires having a different perspective, one that can see the whole picture encompassing all facets of the business. That is where 401k Extra comes in. We are passionate about helping you, your company, and your employees reach their goals and accomplish them in a fun, efficient, and professional manner. Through our team’s experience and vision, along with the technology we bring, we will strive to take the headaches out of the process and help you build the best plan for you.
Operating in Colorado and Wyoming for over 35 years, we help employers and employees improve their 401k and retirement plan benefits experience and outcomes. We work to increase 401k participant's retirement readiness with fun and engaging tools that are easy to use and show employees what they need to do to reach their retirement goals.
We strive to reduce 401k fees, reduce fiduciary responsibility and liability for sponsors while helping sponsors spend less time managing their 401k retirement plan. We help provide 401k employees investment allocation and retirement outcome solutions by serving in a 401k fiduciary capacity.
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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Fort Collins, CO
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Type
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Privately Held
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Founded
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2016
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Specialties
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401k Advisor, Cash Balance Consultant, Profit Sharing, Defined Benefit Advisor, Retirement Plan Consulting, Fiduciary Governance Advisor, Investment Asset Allocation, Mutual Funds, Exchange Traded Funds (ETF's), Target Date Mutual Funds, Stable Value Funds, and Pensions
