401K Plan Advisors LLC specializes in qualified retirement plan strategies for companies and professionals: including retirement plan design, implementation, administrative issues, investment monitoring and due diligence and educating participants. 401K Plan Advisors is a registered investment advisor in Green Bay, Wisconsin providing fee only financial advice.

With a deep commitment providing plan sponsors, trustees and plan participants with a compliant plan which allows you to transfer your fiduciary risk and responsibilities to a professional fiduciary and provide a good opportunity for a successful retirement. Mr. Krance continually acquires new innovative skills and hones his experience through extensive ongoing training. Tony Krance is the founder of 401K Plan Advisors LLC, a fee-only registered investment advisor firm located in Green Bay, Wisconsin.

As an independent registered investment advisor, Tony specializes in working with businesses offering company-sponsored 401(k) plans.

This includes:

• Counseling clients to help ensure they are compliant with the Employee Retirement Income Security Act (ERISA).
• Implementing and monitoring investment due diligence processes.
• Helping retirement plan sponsors and trustees transfer all of their investment fiduciary risks to professional fiduciaries by agreeing to serve as the ERISA 3(38) Investment Manager.
• Guiding employees and employers to a successful retirement.
• Since 1992, Tony has been helping individuals and businesses throughout Wisconsin make prudent decisions related to their retirement savings.

We’re on your side

Our firm is totally independent of all plan vendors, which helps avoid conflicts of interest. We also fully disclose our revenue, so you know exactly what fees are being applied.

In many cases, we are able to uncover areas where you may be paying unnecessary expenses, such as hidden mutual fund fees. These or other fees can often be used to reduce your plan’s future expenses and cover our consulting fees.

We believe it is important to establish and follow a prudent investment and management process that is legally sound, academically oriented and cost efficient. Disciplined adherence to this process can help reduce the risk and enhance the future wealth of your 401(k) plan participants.

Industry Training
In 2011 Tony added the Enrolled Retirement Plan Agent (ERPA) designation. The ERPA allows Tony to respresent his clients before the Internal Revenue Service regarding their qualified retirement plans.

Tony holds the distinguished professional designation of CFP® practitioner. The CFP® certification identifies individuals who have met the rigorous experience and ethical requirements of the CFP Board of Standards.

Tony also has been awarded the ACCREDITED INVESTMENT FIDUCIARY® (AIF®) designation from the Center for Fiduciary Studies. This designation signifies training in the fiduciary standard of care and investment best practices.

The fiduciary standard of care essentially states that the advisor must work for the exclusive benefit of the client. This is in contrast to advisors who work for brokerage firms and insurance companies.
Tony has added the Cash Balance Consultant designation to his credentials. This confirms his commitment to providing the leading edge knowledge for his clients.

Education
Tony obtained a Bachelor of Business Administration degree from the University of Wisconsin–Oshkosh and a Master of Business Administration MBA degree in finance from Wayne State University, Detroit, Michigan.

Personal
Tony enjoys golfing, bicycling and spending time with family and friends.