Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Evensky & Katz / Foldes Wealth Management
PORTAL ACCESS ACKNOWLEDGMENT


As a client of Evensky & Katz / Foldes Wealth Management (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

401k Split

Why Evensky & Katz / Foldes 401(k)

You have worked hard to hire the best and brightest. Given the importance that each of your employee’s retirement savings will play, your company’s retirement plan should be created in a way that benefits everyone. Our team is dedicated to navigating all the intricacies of maintaining a compliant retirement plan that offers globally diversified investments for your participants and their beneficiaries. A resource they can benefit from for a lifetime.

Our process focuses on five key areas:

  • Investment Due Diligence
  • Participant Education and Financial Wellness
  • Coordination with Vendors
  • Fiduciary Governance
  • Proactive Plan Design

As your partner, we have a fiduciary duty to act in your best interest, providing you with a team of advisors who are able to mitigate your liability, saving you time and providing peace of mind.

We become a trusted extension and educator in a world where retirement plan litigation is rapidly increasing. It’s that simple.

Want an idea of what our onboarding process looks like?

Here to Advise, Not Sell Products

Here to Advise, Not Sell Products

Most top 401(k) providers are dually registered, meaning they are licensed to sell products such as variable annuities, variable life insurance, and commissionable investments to your participants.

EKF is not dually registered. We are here to advise you, not sell products.

By partnering with Vanguard, we have coupled our advisory services with some of the most trusted names in the business.This way, you have independence and the power of scale working for you. Our firm can provide you with invaluable retirement plan support that includes:

  • Selecting, monitoring and replacing investments
  • Serving as an investment fiduciary
  • Assisting with plan design
  • Creating your investment policy statement
  • Providing participant education
Services Background

Our 401K Services

Helping business owners

We serve as a guide to business owners who are exploring their retirement plan options. Together, we can make sure what you offer is competitive and compliant.

Your Guide to Safe Harbor 401k Plans

This handout outlines the rules and benefits of maintaining a safe harbor 401(k) plan.

Which Retirement Plan is Right For You

This piece reviews three plan types that may make sense for you. Click here to schedule a time to speak with a retirement plan specialist.

Profit Sharing Plan Solutions

There are optional profit-sharing methods that provide a streamlined, cost-effective way to increase savings without inflating overhead. This piece helps compare the important advantages of these retirement plan options.

How America Saves

This publication was created to help small-business plan sponsors understand how their plans compare with other small-business plans, offering a detailed look into participant behavior over the past year.


When was the last time you completed your required plan benchmarking analysis? Been a while? We can help! Connect with an advisor here.

Helping Your People

A company-sponsored retirement plan will empower your employees and help you retain top talent.

Participant Experience

You will be able to leverage powerful tools and proven solutions to assess your plan's effectiveness and help your employees achieve retirement readiness. See how here.

Designing the Online Education Experience

See how adult learning theory informed the latest design of the Online Education experience. We provide motivational content that is personalized, bite-sized, and accessible on the go to leverage teachable moments in our increasingly mobile world.

Participant Education Calendar

View upcoming webinars and email campaigns designed to educate and inform retirement plan participants.

Educational Content Delivered Quarterly Directly To Plan Participants

Here is what you and your employees will be receiving.

For Employers

Looking for a partner to help you navigate the world of corporate retirement plans? We are here for you.

Services Offered

  • Coordination with vendors and plan benchmarking
  • Fiduciary compliance
  • Investment Due Diligence
  • Proactive Plan design
  • Participant Education

Need help deciding what plan type is best for your company? Connect with an advisor here.

For Participants

Use these retirement resources to help navigate the ins and outs of your financial life. Nearing or thinking about retirement? Schedule a call with an advisor today.

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146 Phone: 305-448-8882

Fax: 305-448-1326

Office hours:
Monday through Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm

Parking Garage located on Aurora Street

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.

Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423 Phone:806-747-7995

Fax: 806-747-8569

Office hours:
Monday through Friday: 9:00 am - 5:00 pm

Parking Location

Contact Us

Fill out the form to get started with a plan and an advisor that you can trust.