Advisor at Focus 401 (K) Group, LLC
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Firm
Focus 401 (K) Group, LLC
Location
Addison, TX 75001
Credentials
Series 63, Series 65
Industry experience
16 years
Michael Rubenstein is a financial advisor at Focus 401(k) Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Focus 401(k) Group since 2014. Focus 401(k) Group, LLC provides advisory and consulting services exclusively to qualified retirement plans, acting as either a limited-scope 3(21) fiduciary or a discretionary 3(38) investment manager. The firm focuses on structured due diligence and ERISA-focused documentation, serving plan fiduciaries with services including investment policy preparation, plan investment monitoring, participant education, and assistance with RFPs and plan conversions.
Based on Focus 401 (K) Group, LLC
Flat fee basis as negotiated between the firm and the Plan
16415 Addison Road, Suite 312
Addison, TX 75001
Texas
Focus 401(k) Group, Llc
2014 - Present (12 years)
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