401k Plan Advisor Services


Fiduciary Expertise & Simplified 401(k) Services

Are you challenged by the volume of information and changing federal regulations required to manage your company’s retirement plan?

Our team of 401(k) plan advisors is well versed in helping our plan sponsors craft solutions. Our expertise places an in-depth focus on time tested investment management processes that leverage the power of academic research, low cost solutions for participants and owners, behavior changing participant education tools, and plan design services. We believe in full transparency of all fees and the disclosure of interconnected relationships that may exist between service providers.

We are committed advocates for those charged with the investment and administrative duties in qualified retirement plans. Let us help you make sense of your company’s retirement plan.

  • Low Cost Investments
  • Liability Management & Fiduciary Oversight
  • Competitive Supervision Costs
  • Plan Design Consulting
  • 3(21) and 3(38) Advisory Services
  • Investment Policy Development
  • Asset Allocation Services
  • Investment Menu Design
  • Quarterly Investment Reviews
  • Fund Replacements & Manager Searches
  • Online Education Tools (401kbuddy™)

A Plan Sponsor’s Guide to 401(k) Compliance

Click below to learn more about what we cover in this guide.

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What Makes Our 401k Services Different


Glass Jacobson Financial Group is part of a group of investment advisors that has successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our clients.