401(k) Plans Without the Middlemen. No Hidden Fees, No Kickbacks, No Commissions 

If Your Current Provider Is On This List We Can Typically Save You 40% Or More

 

OUR CLEAR ADVANTAGE

We partner directly with Vanguard Retirement Plan Access, one of the most trusted names in the industry. Together we provide low cost investments, transparent fees, high quality record-keeping and participant education at at a all-in low cost by eliminating the middlemen.

For Plan Sponsors the responsibilities of a 401(k) plan can be overwhelming.  We help  run your 401(k) plan so you don’t have to.  Premier Record-keeping, real time compliance testing, Form 5500 preparation,  a dedicated plan website, investment analyst support and much more.

Providing participants with investment education is a crucial part of getting your employees ready for retirement.  We provide ongoing education from enrollment to retirement.

  • Direct access to participant education website
  • Online enrollment support
  • Dedicated employee website with interactive retirement planning tools
  • Online education that offers an engaging learning experience to help employees get valuable information at the right time
  • One on One Employee Meetings

 

 

Getting Started with Executive Planning is a Simple Three-Step Process

STEP 1
FIND OUT WHAT YOU’RE CURRENTLY PAYING

Believe it or not, 401(k) costs are not as transparent as you may have been led to believe. Finding your fee disclosure form 408(b)(2) is extremely important. We’ll look through it, line-by-line, to identify kickbacks and other unnecessary fees. Usually  providers make this hard to find 408(b)(2). We have provided instructions to located it with your current record keeper. FIND YOUR 408(b)(2) FEE DISCLOSURE

Step 2
SEE HOW YOUR PLAN COMPARES

It’s important to benchmark your plan against similarly sized companies and companies within your specific industry. Key metrics to benchmark include: fund fees, administrative fees, advisory costs, employee participation and savings rates, and plan design.

Step 3
SWITCH PLANS  AND SAVE

Sit back and relax,  we have you covered throughout the  on-boarding process and we’ll provide ongoing 401(k) administration so you don’t have to.