401(k) Plan Administration
partnering to help business owners 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.
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.
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.
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.
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.
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.
Covering a variety of investment and financial planning topics. We offer this annual training via webinar or at your office.
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 Meeting
Implement Plan at Provider
Offer to Participants