Company Information

Get to know the 401(k) doctor

The 401(k) Doctor is a brand of Epstein Financial Services, LLC, founded by Charlie Epstein. The firm's mission is to help both employers and their employees achieve better retirement outcomes through comprehensive 401(k) plan management and financial wellness education. They utilize a signature "Financialoscopy" process to evaluate the health of a company's retirement plan, identify issues, and prescribe solutions to improve plan design, investment options, and employee participation. The company focuses on making complex financial concepts understandable and actionable for the average employee, aiming to cure "Financial Malpractice" in the retirement planning industry.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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the 401(k) doctor

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.