Investable Assets—$1M and up
Annual Fee for Investment Management
- Provide support so you can feel confident that you are meeting your fiduciary responsibilities.
- Determine what type of plan structure meets your needs and those of your employees.
- Evaluate several 401(k) providers to identify the best price for the plan you need.
- Create an investment platform that is geared toward meeting your needs and those of your employees.
- Provide semi-annual enrollment meetings for your new employees.
- Provide annual educational meetings to you and your employees on plan features or revisions.
- Schedule a semi-annual review and update meeting regarding your firm’s 401(k) plan, including an annual evaluation of your 401(k) menu of investment choices.
Questions? We’d love to hear from you. Send us a note or Schedule a 15-min call with one our professionals.
$750K and up
$1M and up