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401(k) Plan Services

401(k) Plan Services

Employee education. Portfolio management. Stellar service.

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:

  1. We partner with a third party record keeper to offer you excellent service and education for your employees regarding your business’ 401(k) offerings. 
  2. We ensure fund selections are reviewed routinely and the plan remains compliant with ERISA guidelines. 
  3. 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. 
  4. 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. 
  5. We work to save you money by making sure to pick high quality, low cost funds, and partner with an efficient record keeper. 
  6. We have low cost, high quality funds, and great service.



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