401(k) Services

Services Beyond Investing – For 401(k) Plan Sponsors

At the core of our service model is the recognition that employees need guidance. A 401(k) plan is a valuable benefit, yet many employees must make critical savings and investment decisions with limited support. For most, their 401(k) is their largest financial asset, making a strategic approach essential. We are here to provide the expertise and direction they need.

Fiduciary

• Ongoing investment option recommendations
• Ongoing investment monitoring
• Investment Policy guidance
• Performance reporting

Consulting

• Participant enrollment meetings
• Participant education meetings
• Service provider liaison
• Plan review – benchmarking services

We welcome the opportunity to discuss your 401(k) plan. Our knowledge and experience can help to improve the services offered to you and your employees while also exploring ways to lower the plan fees.