Startup 401(k) Plan Services

Thinking about offering a 401(k) plan?



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 among service providers.

We are committed advocates for those charged with the investment and administrative duties for qualified retirement plans. Let us help you make sense of your company’s retirement plan.


Our 401k Plan 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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