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ECON 401 is a financial services firm specializing in retirement plan administration and
retirement planning.
Retirement Plan Services
 | Plan Design - new techniques allow you to favor certain key employees, new 401(k) arrangements minimize compliance issues. |
| Plan Administration - the help you need to sponsor a retirement plan -
compliance and reporting requirements, nondiscrimination testing. |
| Retirement Counseling - find out if you are on track to meet your retirement goals. |
| Investment Policy Statements - This written policy developes a framework for your investment strategy. |
Code of Ethics
Recognizing our fiduciary responsibility to clients and the public,
ECON 401 upholds
the highest standards of care in the industry by practicing:
| Objectivity |
| Confidentiality |
| Integrity and Honesty |
Principal
Jim Mosher is founder of ECON 401. Jim has been involved in financial services for 18 years. He is a Certified Financial Planner, Accredited Pension Administrator, and has
an MBA from Santa Clara University.
- Telephone
- 408.861.0981
- FAX
- 408.861.0465
- Postal address
- P.O.Box 700790
San Jose, CA 95170-0790
- Electronic mail
- Jim Mosher, Principal Jim@econ401.com
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