401k Retirement Plans
Low cost, high quality 401k plans for any business.
A well designed qualified retirement plan has a multitude of benefits – it improves employee retention, reduces costs, reduces fiduciary risk, and improves productivity.
Using our proprietary analytics and our database of 401k plan data, we can analyze your current plan to identify areas of improvement and cost reduction. We’ll then work with you to design a new plan with lower costs and better features.
1
Low Fund Fees
Fees for the funds we recommend average less than 1/10th of one percent
2
Low Advisor Fees
Low, transparent fee structure, and no one pays us but the client.
3
Low Recordkeeping Fees
We analyze your current plan to highlight your current fee structure and how we can lower it.
4
Easy Onboarding
Onboard and start a new plan in as little as 20 minutes.
5
Highly Customizable
Customize plan type, profit-sharing, employee requirements, and more to fit your specific needs.
6
Tax Credits
We analyze your plan to determine what 401k-related tax credits you might be eligible for.
7
Payroll Integrations
Integration with top payroll providers so you can easily connect with your plan.
8
Employee Education
We educate your employees on the power of long-term investments for their financial goals and make ourselves available to them for guidance.