763-442-2196 | OAKDALE, MN

Case Studies

Purkat Fiduciary Advisors

Part of a family of firms, Purkat Fiduciary Advisors is a registered investment advisory firm focused on the stewardship of small company retirement plans. Our process helps build successful retirement plans - where success is not only measured by employee satisfaction, but also employee financial fitness, and progress towards an attainable retirement. Together, this type of approach to employer benefits contributes to employers being able to recruit & retain top talent, increase productivity, and lower employee turnover which results in a win-win situation for both the business and the employees that help keep the business running.

Retirement Plans

401(k) + Solo 401(k) + SIMPLE + SEP + Cash Balance + Pension

  • Full-Service Advisory
  • Vendor Search & Support
  • Plan Fee-Benchmarking
  • 3(21) or 3(38) Investment Advisory
  • Financial Wellness Coordinator
  • Fiduciary Training

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Health Savings Accounts

Health Savings Account Management for Individuals or Groups

  • Custom fund line-up
  • Can be included with 401(k) Full Service or as stand alone service
  • Variety of investment options

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Financial Wellness

Helping financial planners & RIA's build their business with 401(k) advisory

  • Advisory/Consultant/Coach
  • Education
  • White Label Services

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