RUNNING A BUSINESS IS HARD
Offering a 401k shouldn’t be
Compliance & Transparency Reporting
Benchmarking & Fee Transparency so you are confident your plan is priced fair and in your employees’ best interest.
How much time should it take to offer a 401k to my employees?
EMPLOYERS
California law mandates companies with 5+ employees offer retirement savings options. If our plan doesn’t perform, you can fire us. It’s a lot harder to fire the State of CA.
ADVISORS
We partner with area advisors to be their specialist for their clients. We handle the company 401(k) only, allowing the advisor to focus on the client knowing the plan is being handled by a partner, not competition.
EMPLOYEES
Confused, scared, unsure of what to do with your company 401(k)? We offer 1 free hour of planning per year for each participant part of 401(k) plans we serve.
Administering and keeping a compliant 401(k) is yet another time burden placed on small business owners who already have a full plate.
Our streamlined process is designed to maintain proper compliance documentation, plan reviews, and communication with our plan partners. Our goal is for you to spend no more than 2 hours per year on 401(k) administration so you can focus on what you do best, growing your business.
Payroll, record-keeping, and retirement plan fiduciary partnerships allow us to run point on 401(k) communications, so you can do what you do best…
Run your business.
We take care of all the details
Don’t worry, we’ve been training for this.
This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MI, OH, WA, No offers may be made or accepted from any resident outside the specific state(s) referenced.
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
