401(k) for Business
401(k) Plans Without Hidden Fees
We pair personalized service with Fee-Only affordability in designing your 401(k) plan.
We get to know you and your employees and then work with you to design a plan that truly meets your needs.
We help you to choose the right plan whether your company employs one or many.
We eliminate the middlemen and layers of costs.
We use low-cost index funds and low-cost record-keeping and Third-Party Administrator services.
The Secure 2.0 Act of 2023 provides important tax credits for businesses starting a new plan.*
*See IRS guide
You’ll feel confident that you’re not being taken advantage of and are on the right path to retirement.
We Have You and Your Employees’ Backs
We make it easy, affordable, and a great benefit to you and your employees.
We are your main point of contact—from the beginning to full implementation.
Your partner as you initiate your new plan, announce it to your employees and move into ongoing operation.
We provide on-site employee orientation along with simple, understandable employee materials, a straightforward website, and ongoing investment monitoring and reporting.