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401(k) Services

We serve as a co-fiduciary alongside you, and as such we can also meet individually with employees to offer them personal financial advice.

Investment Management

We serve as your plan’s Investment Manager, screening and monitoring a broad variety of investment choices for your plan.          

Employee Communication

We offer onsite, employee education meetings to explain the benefits of participating in your company’s plan.

Throughout the year we give updates on the economy to help participants understand how they might want to be positioned.

Administrator/Recordkeeper Selection

We can assist you in selecting an independent third-party administrator/recordkeeper for your plan based on the services your plan requires and the most economical cost for those services.

Request our brochure 401(k) Services© for more information.