401k Plan Advisor Services

401(K) 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.


OUR 401(k) SERVICES INCLUDE
  • 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™)
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A Plan Sponsor’s Guide to 401(k) Compliance

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

Learn More

What Makes Our 401k Services Different


CEFEX CERTIFIED

Glass Jacobson engaged CEFEX, Centre for Fiduciary Excellence, to assess whether Glass Jacobson’s business practices and procedures satisfy the standards outlined in the ‘Prudent Practices for Investment Advisors’ publication by Fi360. CEFEX and Fi360 are affiliated companies. CEFEX-certified firms represent the best practices in their industry, which are sustained by annual voluntary audits by independent expert analysts. Glass Jacobson paid an assessment fee to CEFEX for its staff to conduct the certification assessment and recommend improvements to Glass Jacobson’s processes to qualify for CEFEX certification. Glass Jacobson agreed to display on its website the CEFEX mark in exchange for Glass Jacobson paying a discounted assessment fee. Receipt of the CEFEX certification is not indicative of
Glass Jacobson’s future investment performance.



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Creative Plan Design

Glass Jacobson Financial Group designs plans based on our clients’ objectives, the nature of their businesses, 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.


401K Buddy - Planning for your 401K.
401kbuddy®

401kbuddy® is a series of whiteboard animation videos that walks the employee through the entire process of enrolling. 401kbuddy® isn’t a simple marketing gimmick, but a research proven tool that increases enrollment and contributions in 401k plans.

READY TO SPEAK WITH ONE OF OUR 401(k) ADVISORS?

Send us a message below and we will be in touch!