Open Architecture 401(k) Qualified Retirement Plan Solution

Our 401(k) platform is designed for companies that have employees other than family members.  We use ETFs and low-cost mutual funds, typically lowering fees that can erode long-term returns.

Our platform is “Open-Architecture,” meaning that the various service providers are separate and can be changed to meet the needs of the company.  The cost is usually lower than a bundled product.

Our firm serves as an Investment Fiduciary, which can help employers meet their responsibilities US Department of Labor regulations.


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