Most 401(k) plans set-up before 2020 are expensive and have significant investment limitations. Technology and innovative plan design has changed what is possible.

I have partnered with Employee Fiduciary to offer 401(k) plans that are full service, extremely low cost, offer a very wide range of investment choices and a portfolio managed by me that participants can choose.

I offer 401(k) plans that are designed to be low cost and offer top ETF investment options. Let me show you what is now possible with a free 401(k) plan review and proposal. Here’s what you will get:

  • A fiduciary standard applied throughout the process.
  • Dedicated service team – talk to the same people every time.
  • An objective review of your current retirement plan.
  • Custom plan design – including Safe Harbor, profit sharing and loan provisions available.
  • A 401(k) proposal with no commissions and no hidden fees.
  • Low fees on the 401(k) plan itself – often 30-70% lower than pre-2020 plans .
  • Low cost ETF investment options – generally 40-60% lower than mutual fund style subaccounts.
  • Multiple investment strategies for different risk tolerances and objectives.
  • Bluemound Growth 401(k) model portfolio choice managed by Kirk Spano for participants.

Click here to see a simple timeline and checklist for getting started.

Contact me today for a free 401(k) review and proposal on how to improve your company’s 401(k) plan.

Here’s a quick look at a 401(k) with Bluemound and discussion of picking investments.

Bluemound 401(k)

Employee Fiduciary Resource Center

Video for getting started with your 401(k) plan.

Click here for the complete 401(k) guide for employees.