401(K) PLAN ADVISOR 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
A Plan Sponsor’s Guide to 401(k) Compliance
Click below to learn more about what we cover in this guide.
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.
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.
READY TO SPEAK WITH ONE OF OUR 401(k) ADVISORS?
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Recent Blog Posts
401k Plans Must Pass Nondiscrimination Testing
May 8, 2019Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a ...
Read MoreGlass Jacobson Renews CEFEX Certification
April 12, 2019Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...
Read MoreRetirement Plans Have New Contribution Limits for 2019
February 28, 2019The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged ...
Read More
