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.
Creative Plan Design
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.
Managing the Fiduciary Burden
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
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.
Learn more
Let's Talk
Send us a message and one of our wealth management
advisors will follow up with you!
advisors will follow up with you!
