About Us
Our Commitment
At ECON 401, we treat our clients with courtesy and integrity. We guarantee an efficient, honest retirement plan service that achieves remarkable results. Years of experience and notable expertise ensure that your retirement plan is in good hands.
A Proven Approach
Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspectives.
Why Us?
We are committed to providing you with the best possible financial services possible. We use the latest technologies including top of the line pension software and can use e-file to get your filings processed quickly and easily. impartial guidance.
About Us
Jim Mosher, Principal
Jim began his career as a certified financial planner in 1990.
Later, he shifted his focus to 401k retirement plans.
He earned a Bachelor's degree from the University of Oregon and subsequently became an Accredited Pension Administrator. He is an active member in a number of professional organizations including the National Institute of Pension Administrators. Jim treats every client with respect and integrity. He enjoys scuba diving and underwater photography in his spare time.
Resources
Professional Organizations and Governmental Agencies
http://www.socialsecurity.gov/planners/calculators.htm
http://www.irs.gov/retirement/index.html
https://www.ftwilliam.com/cgi-bin/EnterPortal.cgi?PLID=434ab8dd69388e9
http://www.dol.gov/dol/topic/retirement/index.htm
http://www.dol.gov/ebsa/consumer_info_pension.html
News and Information
http://online.wsj.com/itp
http://www.schwab.com/public/schwab/resource_center/expert_insight/retirement_strategies/planning/the_five_big_lies_of_retirement_planning.html
http://moneyland.time.com/2011/11/08/why-so-many-unwisely-deny-free-401k-advice/
Mutual Fund Companies
https://individual.troweprice.com/public/Retail
https://personal.vanguard.com/us/home?fromPage=portal
Resources courtesy of:
ECON 401 / (408) 861-0981 / jim@econ401.com