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401(K) Plans and Design

We help business owners quantify and reduce their 401(k) fiduciary liability and reduce their administrative headaches. In addition, we provide a robust offering for plan participants. We accomplish both by offering simple, cost efficient, streamlined plans utilizing a cutting-edge digital platform.

We can fine tune your existing 401k plan or design a new one for you. We are independent which means you are not relegated to one, proprietary solution. We provide both open architecture and bundled solutions. We will analyze your existing plan free of charge and provide you a competitive rating for your plan versus other plans. We will show you how your plan can be improved and what the cost or savings will be to improve it. We can be a 3(16), 3(21) or 3(38) fiduciary.