Vince Mastro
Director of 401(K) Specialists @Thiesen Dueker Modern Wealth Management
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WORK HISTORY
Director of 401(K) Specialists @Thiesen Dueker Modern Wealth Management
A division of Thiesen Dueker Modern Wealth Management, 401(k) Specialists is the premier group retirement plan team in California’s Central Valley. Our team brings years of experience to your team and focuses entirely on 401(k) management. If you or one of your participants has a question, concern or request, simply call us and let us handle it for you. If we can’t resolve the issue on the spot, we’ll talk to the right people on your behalf. You’ve got enough of your own work to do. Let us do the legwork.
EDUCATION
The American College of Financial Services
CLU (Chartered Life Underwriter) Designation
The Center for Fiduciary Studies
AIF (Accredited Investment Fiduciary) Designation
ABOUT VINCE MASTRO
As the Director of 401(k) Specialists, I lead a team of professionals dedicated to transferring the time-consuming burden of managing 401(k) plans from our clients’ shoulders to ours. Most of our clients are not in the business of retirement plans. Their 401(k)s are simply a benefit they offer to help their employees invest in their futures. Many employers find the regulations and fiduciary responsibilities involved in 401(k) management to be overwhelming and not where they want to devote staff time. With 401(k) Specialists on their teams, the only thing our clients and their plan participants need to know about their 401(k) is our phone number. They can simply call us, and we handle any questions or requests directly with their retirement plan providers.At 401(k) Specialists, retirement plan management is all we do. In fact, we’re one of very few dedicated 401(k) groups in our service area, which extends from Bakersfield to Sacramento. We have the knowledge, expertise and processes to do it well and do it efficiently. Our team is trained to provide extraordinary service, including doing required enrollment meetings and ongoing education – in both English and Spanish – with our clients’ employees. Clients with employees in multiple locations find this service particularly helpful.401(k) Specialists offers a turnkey 13-Point Service Plan covering all major responsibilities of managing plans. We also offer services á la carte, where clients can select only the services with which they need help. For example, 401(k) Specialists can serve as the plan financial advisor or come alongside existing plan financial advisors to perform specific support services.It really is a personal joy when clients share with me or one of my team members how much easier their lives became after having 401(k) Specialists join their teams. It’s rewarding to know we can help them provide a great benefit to their employees without being distracted from what their companies are in business to do.401(k) Specialists is powered by Thiesen Dueker Modern Wealth Management, one of California’s leading financial advisor firms. Because Thiesen Dueker is independent and invests in innovative financial planning software, 401(k) Specialists is able to offer clients an array of retirement plan options and well-vetted strategies.CA Ins. Lic# 06•••61
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