401(k) vendors that our clients use, or that are includable in our RFP capabilities:
Address 1200 NW Naito Parkway, Suite 110, Portland, Oregon 97209
Phone (866) 460-7901 or (503) 225-1700 x101
Fax (503) 222-6544
Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPCS and an SEC Registered Investment
Advisor. This site is for information purposes only and is not an offer to sell or a solicitationThis site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any
securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration.
Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
Fiduciary Briefcase™, Fiduciary Diagnostic™, Fiduciary Fitness Program™, Fiduciary Investment Review™, Scorecard System™, B1 and B3 Provider Analysis™ are trademarks of RPAG, Aliso Viejo, CA.
Fee Benchmarker™ is a trademark of Ann Schleck & Co., LLC, a fi360 Company, Woodbury, MN.