Get a Low Cost, Full Service 401k Retirement Plan

Retain employees and maximize owner savings

Studies show that one of the best ways to bring the best employees to a company is by offering great benefits.  A custom 401k or 403b retirement plan design can help your company attract and keep those talented, sought after employees.  It can also help your company owners to maximize savings through proper retirement plan design.

Decrease your total retirement plan cost

Our firm does not believe in hiding fees or burying costs so you don’t know what you are paying.  Your costs will be clear and transparent.  And, our team of retirement plan consultants will strive to cut your 401k plan total cost structure with low-cost fund choices from Dimensional Fund Advisors (DFA) and Vanguard Funds.

Get custom, risk adjusted model portfolios

Research has clearly indicated that many 401k participants have difficulty choosing their investment options.  And, when it comes to building investment portfolios from the available fund choices, those same participants are confused and uncertain.  By implementing model portfolios for your participants to choose from, you set your company apart and help your employees better balance their investments.

Offload your 3(38) fiduciary duty

All plan sponsors and employers with 401k plans owe a fiduciary duty to the plan’s employee participants.  Our retirement plan consultants can help you setup a plan where you have a 3(38) co-fiduciary that is willing to navigate the 401k culture with you and accept responsibility for running your 401(k) plan correctly.