The 401k Source

The 401k Source has been a leading provider of retirement plans for over 25 years, with a team of industry experts bringing over 46 years of experience. Our mission is to help businesses like yours provide the best retirement packages for your employees, and we do this by offering expert guidance and personalized service.

As a Registered Investment Advisory (RIA), we specialize in the "Fiduciary Standard" for 401k plans, and we put our clients' interests first in plan design, plan pricing, and personalized service. We understand that your company retirement plan is a benefit that every employee will use, and it makes a real difference in every employee's life. We take pride in offering smart plans for smart people, and we invite you to learn more about our 401k retirement planning services.

Our Team

Meet Your Team

At The 401k Source, we have a dedicated team of industry-leading professionals who are committed to helping businesses like yours. Our team is made up of experts who have a passion for improving employee outcomes, and we provide a disciplined approach to securing your future.

Tom Turner, President & Financial Advisor, is the owner and principal of The 401k Source Inc. With 26 years of industry experience, Tom specializes in the implementation, oversight, and service of company-sponsored retirement plans.

Donny Hopoi, Chief Growth Officer, was born and raised in Aiea, Hawaii. Donny is a graduate of Kamehameha Schools and was recruited to play golf for Dixie State University. He led the team to two PacWest Conference championships. Donny is responsible for expanding the company's presence in the marketplace and acquiring new clients.

Mike McDaniel, Retirement Plan Consultant / Financial Advisor, is a Retirement Plan Consultant/Financial Advisor at The 401k Source, a Registered Investment Advisory (RIA) firm. Mike specializes in the implementation, oversight, and service of company-sponsored retirement plans.

Our Services

Smart Plans For Smart People

At The 401k Source, we understand the need for improving employee outcomes. That's why we provide customized retirement solutions for companies of all sizes. We offer flat-fee plan pricing, one-on-one employee education for those who want it, ongoing maintenance and annual reviews, group enrollment for participants, and customized rollover services.

The 401k Source Difference

We provide a customized, automated approach that will exceed your expectations. We use payroll integration to help save your staff time and minimize errors. We also price plans differently than our competition. For example, we promote "flat-fee" pricing as a practical approach for our clients. We call it "The 401k Source Pricing."

Let's Build Your Best 401k Together!

Contact us for more information about a complimentary recommendation to automate and lower the cost of your plan. Do this by scheduling a meeting at the link below, or give us a call at (208) 287-4400 today.