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Custom 401(K) Plans

Custom 401(K) Plans

As a business owner, you juggle the many moving parts of your operation day in and day out. Key decisions are in your hands that affect the well-being of your business, your team and the future of both. On top of this, managing a company retirement plan is only becoming more complicated as a result of additional fiduciary requirements.


We help simplify this aspect of your business with clear-cut guidance. You can rest assured that your team and business’s future is cared for when partnering with us. We’ll develop a state-of-the-art 401(k) plan that reduces fiduciary risks and minimizes costs.



As Part of the 401(k) Planning Process, We Can Also:



Review Your Current 

Retirement Plan


We provide an independent benchmark review and straightforward explanation of your current plan’s fees and potential conflicts of interest, and we identify cost-saving opportunities. If your plan has not received an independent benchmark review in the last 18 months, it is likely that you can lower your total plan costs.


From new employee hire to ongoing education sessions, we guide your employees on a path to participation. We’ll provide superior service through semiannual onsite employee education meetings. In addition, we’ll also track participant engagement, and provide employee support to answer questions about the plan.


Educate Your Employees 




Superior Service


In today’s world of websites, automated voice response units and auto-reply emails, we are real live people that are here to help you and your participants establish successful retirement savings plans. We have over 30 years’ experience in the investment and investor education fields. We have worked at big companies and are glad that we can now offer our clients and participants high quality, personalized service without getting forgotten on hold. We promise to:

  • Get answers to your questions in a timely manner by phone or email
  • Be 100% accountable to your plan (we are not part of a large organization; if we make a mistake, we’ll own up to it!)
  • Find vendors that can help you outsource more of your administrative burdens

Do You Need Assistance with Your 401(k) Plan?


Reach Out to Our Team 

Schedule a 30-Minute Call