HoganTaylor affiliate, HT Disciplined Investments provides customized consulting for 401(k) and other qualified retirement plan sponsors and participants. In support of an employer’s fiduciary 
responsibility, we can provide assistance in 
researching and selecting a retirement plan 
provider. 

We also offer education and advice on existing retirement plans to the employees and participants through various formats, including:

• Group seminars to educate and encourage employee participation
• Individual consultations for customized advice
• Model portfolios and literature to guide participant investments

Fees for these services are negotiable and maybe charged hourly or as a fixed-fee depending upon the arrangement. To maintain objectivity, we never generate remuneration from the sale of any products.