401(k) Services

We exist to do two things:

1. Help plan sponsors design and maintain great retirement programs for their employees, keeping costs low and mitigating fiduciary risk along the way.

2. Educate employees and promote good financial habits, to improve their retirement outcomes.

Plan Sponsor Services Include:

* Structured fiduciary compliance support
 
* Ongoing plan design review
 
* Periodic benchmarking of service providers and TPAs
 
* Consulting on payroll integration and 3(16) fiduciary services
 
* Clear and transparent fee structuring
 
* Documented investment scoring system
 
* Special QDIA screening and selection

 

 

Plan Participant Services include:

* Conduct group enrollment meetings
 
* One-on-one appointments with participants
 
* Access to individualized financial planning software called ClearPath
 
* Ongoing financial wellness workshops such as:
    Understanding 401(k) loans
    Pre-tax versus roth contributions
    Budgeting and paying off debt
    Utilizing HSA's as part of your retirement plan

We're Here to Help!