Who we are and our history
Friendly 401k was created in order to make a complicated financial vehicle a lot simpler for the user, whether it be a plan sponsor or plan participant. The world of 401(k)s and retirement does not have to be confusing, so why are they? Our page is designed to be educational and provide access to resources and financial advisors which will further help your understanding of your plan. If you do not have a plan, Friendly 401k can also help educate on what it takes to start one and help you implement it efficiently. As our name says, we are friendly, approachable, and are excited to discuss to your objectives.
Friendly 401k is a division of Catalina Wealth Management, which offers a holistic approach to financial planning. Friendly 401k is the division dedicated to employer sponsored retirement plans such as 401(k)s. Catalina Wealth Management has been managing retirement plans since 1992, and work with all industries from A to Z! 401(k)s hold most of American's wealth and retirement funds, so we understand the significance to do it right! We work with most of the major custodians such as TD Ameritrade, Fidelity, Voya, Charles Schwab, and more! We also work with the major payroll companies, such as Paychex and ADP. This page is brief so that you may have more time to read in our Education Center. If you have any questions, concerns, or want to know more about us, please contact us here! Enjoy the page!
Get in touch
Here at Friendly 401k know that finding the right partner for yourself or your business is not a choice to be taken lightly. That’s why we offer complimentary analysis and consultations to walk you through your needs, the scope of your goals, and your budget.