A Successful 401(k) Begins with a Plan

Do you know what your responsibility is for your company’s 401(k) Plan? It may be much different than you think. While many Plan Sponsors see fund selection as their primary concern, you are required to be a fiduciary for all aspects of your plan.

Being a fiduciary is the highest standard of professional care in financial services, and doing what’s right for you and your plan participants is the foundation of how we support your 401(k) plan.

We bring the seasoned expertise to help you fulfill your fiduciary duty, maintain the confidence of your employees, and keep your focus on where it should be—growing your business. 

We Provide End-to-End 401(k) Plan Setup Assistance

Knowing all the ins-and-outs of your company’s 401(k) Plan shouldn’t be your main responsibility, because your plate is already full.

Let us take the reigns and give you the end-to-end assistance you need with the details of your Plan so you can have peace of mind that your Plan and Participants are taken care of the right way.

From encouraging employee participation to help with creating your IPS and Investment Committee, we are more than a resource; we are a pillar of strength you can lean on whenever you need support—especially in all the critical early phases of planning to launch your 401(k) Plan.

Your support doesn’t stop at setup. We also support you with on-demand reporting, audit assistance, and enrolment processing.

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