STARTUP 401K PLAN SERVICES
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:
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Recent Blog Posts
Why Your Small Business Should Have a Retirement Plan [Video]
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 MoreGlass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
January 25, 2018The following PR announcement was originally published on Newswire. OWINGS MILLS, MD, January 25, 2018 (Newswire.com) - CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has ...
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