The 401(k) Doctor is a brand of Epstein Financial Services, LLC, founded by Charlie Epstein. The firm's mission is to help both employers and their employees achieve better retirement outcomes through comprehensive 401(k) plan management and financial wellness education. They utilize a signature "Financialoscopy" process to evaluate the health of a company's retirement plan, identify issues, and prescribe solutions to improve plan design, investment options, and employee participation. The company focuses on making complex financial concepts understandable and actionable for the average employee, aiming to cure "Financial Malpractice" in the retirement planning industry.

Founded in

United States