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.
The business landscape is continually changing—technological advances, corporate downsizing, restructuring, and telecommuting have reshaped the marketplace. Although these improvements and modifications have a great impact on our working environment, perhaps the most notable trend [...]
401(k) plans offer employees an excellent means to save for retirement. Yet, many workers often pass up the opportunity to participate in their company’s plan because the information presented may seem confusing or difficult [...]
WealthGuard is an early warning system for your 401k, 403b, IRA, company sponsored retirement plan, or individual investment account, and is available exclusively through Direct Financial, and a handful of firms across the United [...]
In response to a challenging economic climate, many businesses will trim their hiring budgets, even as large numbers of students, recent graduates, and other people with attractive qualifications are struggling to find work. For [...]