Retirement Plan Services

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

RETIREMENT PLAN SERVICES

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

What Makes Our 401(k) Services Different


The responsibility of providing a retirement plan to employees can be overwhelming. Our comprehensive approach allows the employer to remain focus on the day-to-day business activities.
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Creative Plan Design

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Glass Jacobson Wealth Advisors design plans based on our clients’ objectives, the nature of their business, and employee demographics. Whether the objective is to maximize elective contributions, increase participation, or reward tenure, we work with our clients to design a plan that meets their needs.
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Managing the Fiduciary Burden

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For plan sponsors who prefer to maintain discretion over their investment menu, we offer a co-fiduciary arrangement under ERISA 3(21). For those who want to shift the responsibility to a third-party expert, we offer a discretionary arrangement under ERISA 3(38). Either way, Glass Jacobson provides a risk reduction solution for plan fiduciaries.

Glass Jacobson 401k Plan Services

Click below to learn more about how we design and manage your company’s retirement plan.
Learn More

Fiduciary & Simplified 401k Services


  • 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

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

Click below to learn more about how we design and manage your company’s retirement plan.
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Let's Talk


Send us a message and one of our wealth management
advisors will follow up with you!

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