RISEMINT PLAN SERVICES

partnering with businesses to offer a robust and affordable 401(k) plan that will help retain top talent

 contact us today to learn more

OUR PLAN SERVICES

We help employers design, implement, and service a top tier 401(k) plan (including profit sharing) that can incentivize employees, retain top-talent, and provide opportunities for owners and employees to maximize their retirement savings contributions.

OUR
APPROACH

We utilize Risemint Capital Advisors proprietary "CoreTactic Strategies" models as the default investing framework for all participant accounts. Participants can opt-out and choose to invest in either target date models, or create a custom portfolio comprised of individual securities of their choosing.

DEDICATED
PLAN ADVISOR

Every employer is paired with a dedicated 401(k) specialist and participants have access to a Financial Planner professional year-round.

SERVICES FOR PARTICIPANTS

We provide holistic financial education and investment training for each participant so you can focus on the business and not the 401(k) plan.

Protect

FIDUCIARY OVERSIGHT

When offering a 401(k) plan, businesses are held to the fiduciary standard. We reduce your administrative burden by helping you tackle all of your fiduciary responsibilities.

Engage

RETIREMENT PLANNING

Foundational to successfully building wealth is the construction and execution of a well designed financial plan. Each participant is provided help and guidance in the construction of their custom plan using professional grade planning software.

Invest

INVESTMENT MANAGEMENT

Robust investment management through professionally designed and implemented investment models. Participants can DIY or partner with a professional to help them grow their retirement nest egg within and outside their 401(k) plan.

Empower

ANNUAL TRAININGS

Covering a variety of investment and financial planning topics. We offer this annual training via webinar or at your office.

GETTING STARTED

We make getting setup with a 401(k) simply and easy. Plus if you are starting a new 401(k) plan your business may receive tax credits and deductions for doing so. Schedule a 15 minute consultation below to get learn more. 

PLAN DESIGN

Step One

Plan Design Meeting

IMPLEMENT

Step Two

Implement Plan at Provider

ENGAGE

Step Three

Offer to Participants

INVEST

Step Four

Invest Portfolios!