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.