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

Compound Interest: The Proven Investment Strategy [VIDEO]

October 12, 2018

This 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 ...

Why Your Small Business Should Have a Retirement Plan

June 22, 2018

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at ...

Why All 401(k) Plan Sponsors Should Have a Fiduciary File

March 9, 2018

Maintaining 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 ...