401 (k) Plans

Small Business 401(k) Plans (under $50M)

We help business owners with 401(k) plans from Vanguard Funds, Fidelity Investments, and other providers

Our role is to become the “right hand people” for the company president and the HR officer by providing an ongoing service.

With our service, your HR spends far less time managing a 401(k) and more time focusing on your business.

Why choose a 401(k) Plan?

Hire and Retain Employees

Tax benefits for owner and employees

Savings flexibility for employees

Why Choose Us?

We will help you design the right 401(k) plan for your business. We offer your employees a high-quality, cost-effective retirement plan that includes a full range of services. We call your HR manager once every month to be sure that everything is functioning as smoothly as it should.

Our administrative support, transparent pricing, and flexible investment options simplify retirement for you and your employees.

Has Your Existing 401(k) Plan Become a Headache?

If your current 401(k) plan has become a headache or if you are not receiving the kind of service you deserve, it is time that seek out a second opinion. We would love to hear from you.

Your HR Will Absolutely Love Our MEP and PEP Plans

Multiple Employer Trust (MEP) and Pooled Employer Plans (PEP) are a breakthrough in 401(k) plans for employers. They are easy to administer and reduce your costs. We will help you switch over from your current 401(k) plan to a MEP or PEP 401(k).