Home | Daniel N. Cocco, CPFA®, AIF®

401(k) & Benefits Consultants

Navigating plans to benefit both employers and employees.

Our Approach

Our team partners with you to perform a full review of existing plans and to ensure features are beneficial to both employees and owners, while remaining compliant and cost effective. Once partnered, we are committed to delivering ongoing support and advice to you and your plan’s participants. There is no cost to you for an initial review which includes our preliminary findings.

Annual Fiduciary Plan Reviews

Conducting regular plan reviews is required to maintain compliance and overall success. Start today.

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Participant Education & Support

Learn more about financial topics important to retirement planning and investing.

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Market Commentary from LPL Financial

Read market comments and trends.

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Meet the Team

We are ready to talk with you about your company's goals and objectives.

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Ready for a plan review?

If you have not recently performed an independent review of your plans, we are happy to discuss how to get started.

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Workplace Retirement Plans

Group Life Coverage

Group Disability Coverage

Group Medical & Dental

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If you have questions for us, we are ready to hear from you.

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