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
Compound Interest: The Proven Investment Strategy [VIDEO]
October 12, 2018This video on compound interest was taken from our course: "The Step-by-step Guide to Your 401k Plan." We hope it's helpful! *Return information sourced from ...
Read MoreWhy Your Small Business Should Have a Retirement Plan
June 22, 2018Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at ...
Read MoreWhy All 401(k) Plan Sponsors Should Have a Fiduciary File
March 9, 2018Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good ...
Read More
