Resources Investment Advisors Partners with Arizona Shop
401K Resources, Renee Scherzer, and Kari Baker are now a part of the Resources Investment Advisors network.
Overland Park, KS – February 6, 2020 – Resources Investment Advisors (“Resources”), a collaboration of investment advisers sharing resources to the benefit of investors, is pleased to announce 401K Resources became an affiliated firm on January 2, 2020. Based in Scottsdale, Arizona, 401K Resources is the first Resources’ partner firm of the new decade.
“We are excited to have 401K Resources join our growing presence in the greater Phoenix, Arizona area. Renee and Kari’s longstanding commitment to helping retirement plan sponsors creatively manage their plan is a great match for Resources’s culture and philosophies locally and nationally,” said Vince Morris, President, Resources Investment Advisors.
401K RESOURCES is an advisory practice led by Renee Scherzer and Kari Baker focused on the specialized needs of retirement plan sponsors and participants. Renee and Kari have been partners for 10 years, and their mission is to provide their plan sponsor clients with strategies that will empower their employees to build financial independence while managing the fiduciary liability of organizations and executives.
“We are thrilled to kick off this next decade with our affiliation with an innovative and highly respected team at Resources Investment Advisors. We look forward to collaborating with other national partner firms and expanding our service offerings as we continue to navigate this evolving and exciting industry,” said Renee Scherzer, Principal, 401K Resources.
As a result of Resources partnership with 401K Resources, the firm’s comprehensive retirement plan and wealth management services are offered by 30 different teams throughout the country, serving close to 550,000 plan participants. Resources Investment Advisors will continue to seek additional firms to join them over the next year and continue to serve plan participants to and through retirement.
About Resources Investment Advisors
Founded in 1987, Resources Investment Advisors, LLC ("Resources") encompasses an independent hybrid registered investment adviser (RIA) firm registered with the SEC, as well as a Super-OSJ group, that specializes in supporting independent financial advisors across the country who are focused on the corporate retirement plan space. Resources delivers industry-leading growth platforms, tools, technology and education to its community of affiliated independent financial advisor businesses, each of which are independently managed, while also connected through shared ideas, values and best practices in client service. In 2017, Resources was named the Fastest Growing RIA in the country by WealthManagement.com. For more information, please visit www.riaadvisor.com.
About 401K Resources
401K Resources is a firm focused on employer sponsored plans and participant outcomes. The mission of 401K Resources is to provide clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives.