STARTUP 401K PLAN SERVICES

Thinking about offering a 401k plan?

Startup 401k 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™)

READY TO LEARN MORE ABOUT OFFERING A 401(k) PLAN?

Send us a message below and one of our 401(k) advisors will follow up with you!

Recent Blog Posts

3(38) and 3(21) Fiduciary Investment Advisor Services

September 19, 2019

If you’re a retirement plan sponsor and/or administrator, did you know that you can outsource several key responsibilities for managing your company’s benefits package for ...

Succession Planning: 10 Things You Should Consider

July 29, 2019

Let’s face it: you’re not going to work forever. At some point, you’re going to want (or need) to pass the reins of your business ...

401k Plans Must Pass Nondiscrimination Testing

May 8, 2019

Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a ...