401(k) Plan Services

Save Money With A Better 401(k) Plan Solution



As a business owner, are you challenged by the volume of information and changing federal regulations required to manage your company’s retirement plan?

Our experienced team of professionals 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, state of the art 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™)

FREE GUIDE


Check out this FREE guide entitled “A Plan Sponsor’s Guide to 401(k) Compliance”


Learn More
FREE GUIDE

Check out this FREE guide entitled “A Plan Sponsor’s Guide to 401(k) Compliance”

Learn More

Bill Cannon
Bill Cannon

The Director of Retirement Plan Services

Bill Cannon AIF®, ARPC

“I am happy to answer any questions you have regarding our 401k plan services! Feel free to send me an email at any time.”  -Bill





401kbuddy

Learn About 401kbuddy®

Behavior Changing 401k Education
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Glass Jacobson 401kbuddy™
401kbuddy

Learn About 401kbuddy®

Our Behavior Changing 401k Education
Learn More
Glass Jacobson 401kbuddy™

FREE EDUCATION TOOLS FOR PLAN SPONSORS


401k Education Tool For Plan Advisors
“Free Money” Calculator
  • Shows 401k Match In Dollars
  • Works with any plan
  • Increases Contributions
  • Mobile Friendly

Get Access Now
Plan Advisor Enrollment Video
Enrollment Video
  • Whiteboard Animation
  • Increase Enrollments
  • 3 Min Long
  • Show During Enrollment

Get Access Now