The majority of small business 401k plans are bloated with high fees (even if you think you pay no fees) they’re there. Oftentimes, tucked away out of sight. Mixed within the fund choices for example. Our plans are different.
We’re totally transparent. No hidden fees. No Surprises.
Our 401K retirement plan is designed to help you with your fiduciary responsibilities.
There is no question that considerable liability is placed on plan fiduciaries. In fact, ERISA Section 409(a) imposes personal liability on fiduciaries that breach their duties. That’s why we partner with independent fiduciary advisors under ERISA(3)(38) who specifically accept their fiduciary status and discretion – in writing. Through delegation, we help ease fiduciary burden.
The typical 401k provider offers you very little fiduciary support and protection. With most retirement plans only protected at the Trustee Directed 401(k) through Open Architecture levels. We can help you attain significantly more relief by serving you at the 3(38) and 3(16) levels of fiduciary support.