401K & Retirement Plan
401K & Retirement Plan Fiduciary Services
What is a Fiduciary and Why does it Matter
Serving as a retirement plan fiduciary carries significant responsibility. As fiduciaries, we are legally and ethically obligated to act in the best interest of your plan participants. That means providing objective guidance, prudent investment oversight, and a structured process designed to reduce risk and ensure compliance.
Our role is to help you:
- Select and monitor investment options
- Maintain regulatory compliance
- Control plan costs and improve transparency
- Reduce administrative burden
- Provide participant education and engagement
- We bring clarity and structure to a complex process so you can focus on running your business.
Customized 401(k) Solutions for Local Businesses
No two companies are exactly alike. That’s why we take time to understand your organization, from ownership structure to employee demographics, before recommending a plan design.
We assist with:
- New 401(k) plan design and implementation
- Plan benchmarking and fee analysis
- Investment policy statement development
- Vendor evaluation and coordination
- Ongoing monitoring and reporting
- Employee enrollment meetings and financial education
Our goal is to create a retirement plan that helps you attract and retain quality employees while supporting their long-term financial wellness.
Local Advisors. Personalized Service.
Businesses in Monroe and throughout North Louisiana value working with advisors who understand the local economy and business landscape. When you partner with Argent, you gain access to an experienced team of financial professionals who are committed to serving this community.
Our Monroe advisory team includes:
Dean S. Mailhes, CFA
M. Vaughn Antley, CFP©
Justin Mailhes, CFP©, CKA©
Trey Curtis, CFP©
Together, they bring decades of experience in investment management, fiduciary oversight, and retirement plan consulting. More importantly, they bring a relationship-first approach to provide thoughtful guidance and responsive service to the businesses and families who call this region home.
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