Helping You Help Them
Your employees count on their 401(k). You can count on us to make sure it works for them.
Here’s how we can help:
- We partner with a third party record keeper to offer you excellent service and education for your employees regarding your business’ 401(k) offerings.
- We ensure fund selections are reviewed routinely and the plan remains compliant with ERISA guidelines.
- We meet with the business owner or committee to review funds with you on a regular basis to ensure you plan is performing to your expectation.
- We meet with your employees to make sure they understand the benefits of contributing to a 401(k) plan, and help them understand the parameters of the plan.
- We work to save you money by making sure to pick high quality, low cost funds, and partner with an efficient record keeper.
- We have low cost, high quality funds, and great service.