401(k) Plans

Your 401(k) plan may be your largest asset, larger than your home.  However, most individuals pay little attention to this treasured asset.  To increase your odds for a successful and confident retirement take time and get advice on setting up your plan.  Our goal is to help you live a purposeful retirement. 

    For Employees:

    • Investment selection and asset allocation.
    • Contribution amounts.
    • Beneficiary designations.
    • Income distributions.
    • Income planning.
    • 401(k) and IRA rollovers.

    For Employers:

    • Plan design.
    • Competitive pricing.
    • Onsite educational workshops: retirement planning, financial planning, and financial wellness.
    • Free financial and retirement planning for plan participants.
    • Full-service recordkeeping and turnkey solutions.
    • Compliance testing and benchmarking.
    • Plan sponsor website with 24-hour access to customer service and support.
    • Self-Directed Brokerage Accounts.
    • Online enrollment and educational support.
    • Personalized rates of return and performance reporting.
    • Rebalancing capabilities.
    • Fiduciary capabilities – 3(21) or 3(38).

     

    The plans of the diligent lead surely to abundance... ~ Proverbs 21:5