Technology

Unique Solutions For Your Tech Company



Our technology practice group was developed to provide a unique resource to the region’s fast-growing tech community. Our team offers strategic guidance based in real world experience. Rapid growth poses unique challenges—we understand these challenges and know how to help our clients to navigate them successfully. The ever-evolving technology space demands the highest level of responsiveness. We pride ourselves on our collective ability to proactively manage our technology clients’ financial well-being.


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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