401k Offer

We received a comment on one of the 401k postings over night from someone who has assisted various ex-Hellerites in the past with handling their 401k and other retirement accounts.

While, as with the recruiter listings, this is not an endorsement of any one company or person and the services they offer, it is a way of making the information available so that Heller support staff can make informed decisions.

That said, there is now a Benefits page which will list various links that might be helpful.

And here is the full context of Chris Hereford’s comment:

“Retirement accounts and benefits can seem intimidating, but in times of transition it is a great opportunity to evaluate your options. If anyone has questions about 401k plans, profit sharing plans, ect. please feel free to give me a call or send me an email. My partner and I are financial advisors for a major Wall Street firm and we specialize in helping individuals with their retirement accounts. We have worked with many people from Heller in the past and would be glad to answer any questions you may have.”

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2 Responses to “401k Offer”


  1. 1 MTBR 21 November 2008 at 1:58 am

    I was just talking to my Financial Advisor. Everyones situation is going to be different. So if you live in the SJ area and feel you need advise on what to do. Feel free to give him a call. Here is his info. Kai Toh; Financial Advisor for UBS Financial Services Inc. 50 W San Fernando St. 8th Floor, San Jose, Ca. 95113 tel 408-918-8059
    Email: Kai.Toh@ubs.com

  2. 2 To Heller And Back 21 November 2008 at 6:14 pm

    Comrades, it is not difficult to plan your finances by yourself. Vanguard offers free advice. (As do most financial firms). There’s a lot of good educational material free on the internet. Check out the “personal finance” section in your bookstore. You don’t have to pay a “Financial Advisor” to map out your money. And if you do, you’re still going to be in the dark. Invest a little time in self-education and (1) avoid paying “Financial Advisor” fees and (2) let YOU be in control of your own finances. Empower yourself! (And don’t be fooled by the stealth advertisement above.)


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