401k Client Services

We help companies manage their 401k plans and help employees prepare for a secure retirement. We serve as a qualified fiduciary with respect to the management of 401k plan assets and act in our clients' best interest as we implement our plan services according to the following Nine Elements of a Successful 401k Plan:

  1. Proper Fiduciary Governance
  2. Strategic Plan Design
  3. Accurate Administration
  4. Administrative Ease
  5. Adequate Employee Savings
  6. Strong Investment Performance
  7. Good Service and Employee Care
  8. Effective Education
  9. Appropriate Fees

We work with 50 client companies with combined 401k plan assets of approximately $200 million as of March 31, 2021.