• Request a no-obligation meeting today with Ed Siddell to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: (614) 526-4118 / info@egsifinancial.com / Visit Us!
    Focus on Building Your Business, We’ll Manage your 401(k) Plan.
    At EGSI Financial, we can help you determine a strategy appropriate for your financial situation.
    Home » 401k Services

    401k Services

    The EGSI Financial Group, Inc. is an independently owned investment and consulting firm, specializing in retirement plan advisory services for corporations and small business as well as wealth advisory services to business owners, executives and other individual in order to provide our clients with what we believe to be the best options available.

    At EGSI Financial, we offer you the following 401k services:
    • Fiduciary Protection
    • Investment Reporting and Monitoring
    • Employee Education & Planning
    • Provider Services & Benchmarking

    Fiduciary Protection

    We help protect fiduciaries from personal and corporate liability while maintaining Plan Compliance through our proven Due-Dilgence processes.

    • Investment Policy Statement
    • 404(A) & 404(C) Guidance / Compliance
    • Fiduciary Plan Review
    • Plan Effectiveness
    • 3(21) and 3(38) Fiduciary Protection

    Investment Reporting and Monitoring

    We enhance investment opportunities through dedicated and ongoing investment Analysis utilizing quantitative and qualitative metrics.

    • Investment Reports
    • Scorecard Fund Ranking
    • Asset Allocation
    • Quarterly Summary

    Employee Education & Planning

    Our education and advice services allow employees to make informed and rational decisions, which help them attain retirement objectives.

    • Education Review
    • One on One Individual Meetings
    • Retirement Needs Analysis
    • Gap Analysis
    • Free Financial Plan for Participants

    Provider Service & Benchmarking

    We continually review your service providers to ensure your cost are appropriate through detailed Cost Analysis and Benchmarking and will change service providers when in your best interest.

    • Total Cost Analysis
    • Service Comparison
    • Investment Ranking
    • Review / Negotiation

    Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

    To schedule a time to discuss your financial future, contact us at info@egsifinancial.com or call us at (614) 526-4118  today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Request Our
    Complimentary Report

    "Understanding Your 401(k)”
    EGSI Finanical Investment Comparison & Optimization Report (IC&O)
    Fill out my online form.

    This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

    About EGSI Financial
    Meet Ed Siddell
    Ed is a Certified Wealth Strategist and Investment Advisor Representative and has been acknowledge by a number of local and regional publications as of the leading independent financial advisors in the area.
    learn more about Ed Siddell
    We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
    View our Library
    Free Educational Seminars
    We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    Register for a free seminar

    EGSI Investment Management d/b/a EGSI Financial Group (EGSI) is a Registered Investment Advisory Firm registered with the State of Ohio . Please contact EGSI if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A & 2B are available upon request. RIA Discalmer | Privacy Policy | FINRA’s BrokerCheck

    If you have any questions or concerns, call 614-526-4118

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.