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.

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What Makes Our 401k Services Different


CEFEX CERTIFIED

Glass Jacobson Financial Group is part of an elite 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. 



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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.


401kbuddy®

At the end of the company’s plan intro video we introduce 401kbuddy™: The Step-By-Step Guide to Your 401k Plan. This tool 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.

HAVE A QUESTION ABOUT OUR 401(k) PLAN ADVISOR SERVICES?

Send us a message below and one of our experts will be in touch!