The mission of our 401(K) plan is to help businesses feel appreciated and employees feel valued.
We’ve all heard someone say in passing that they would never leave their current employer because “the benefits are soooo good!” We’ve even heard these sentiments expressed while the person explains that they could make more money elsewhere. Offering excellent benefits help employees feel valued; valued employees appreciate their companies; and appreciated companies tend to attract and retain talented employees.
To achieve this level of appreciation, companies must partner with benefits providers that care about the company’s employees as much as they do. That’s where we come in. Our passion is helping people retire as comfortably as they can. We do this by providing the tools and education they’ll need to get there. Read on to see why companies love our 401(K) plan:”
Why Companies Love our 401(k) Plan:
- “Unbundled” plan structure
- Greater Fee Transparency
- Lower overall costs
- Reduced fiduciary risk
- Professional investment partner
- Deeper investment meetings
- Quarterly reports and market update video
Why Employees Love our 401(k) Plan:
- Access to better quality funds
- Professionally “managed portfolios” offered with no additional fees
- Quarterly statements and market update video
- Online account access
- Call center available for service
