401k & 403b Plans

Low Fund Fees

In most cases, our fund fees do not exceed an average of 1/10th of one percent.

Low Advisor Fees

Our advisor fees are low and clear, and no one pays us other than the client.

Low Record-Keeping Fees

By analyzing your current plan, we can help bring light to your current fee structure.

Easy Transition

We have conversion specialists on staff who have human resource experience.

Payroll Integration

We will assess the compatibility of your current payroll provider with the best 401k / 403b plan providers.

Careful Investors

Our approach rests on Nobel Prize-winning research and decades of empirical academic research.

Employee Education

We help employees start and stay in a long-term investment model.

Tax Savings

401k and 403b plans provide employers and employees with a pre-tax opportunity to save for retirement.

Liability

Many people don't realize this, but the trustee of a 401k plan is personally liable for the plan.

Low TPA Fees

In some plans, the TPA and the Recordkeeper are rolled together as one. TPA fees, like others, can vary greatly.

Independent

We offer independent advice to businesses and non-profits.

Fiduciaries

As a Fiduciary, we hold a legal and ethical relationship of trust with our clients, and we take that trust seriously.